PROFESSIONAL FINANCIAL

1159 Pittsford-Victor Rd
Suite 120
Pittsford, New York 14534-3827
Tel: 585-218-9080

About PROFESSIONAL FINANCIAL

PROFESSIONAL FINANCIAL, formally registered with the SEC as PROFESSIONAL FINANCIAL. The firm was established in 01/12/2016. They have over 2 offices throughout the country.

PROFESSIONAL FINANCIAL is a Pittsford, New York based Financial Planning firm with nearly $191,543,584 assets under management, offering retirement planning & investment advisory services to 439 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	125580
SEC#	801-107130
Assets Managed by Firm	$191,543,584
No. of Clients	439
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Publication of periodicals and newsletters

Firm Client Information

	No. of Clients	AUM
Firm Total	439	$191,543,584
Individuals (other than high net worth individuals)	35	$21,948,277
High net worth individuals	63	$155,426,835
Pension and profit sharing plans	Fewer than 5 clients	$6,771,023
Charitable organizations	Fewer than 5 clients	$1,268,672
Corporations or other businesses	Fewer than 5 clients	$478,387

More Retirement Planning firms in Pittsford, New York:

Firm Name	Assets Under Management	Total Clients	Total Advisors
J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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