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PF ADVISORS
225 Wilmington-West Chester Pike, Suite 200
Chadds Ford, Pennsylvania 19317
Tel: 6104704028
About PF ADVISORS
PF ADVISORS, formally registered with the SEC as PF ADVISORS. The firm was established in 04/12/2018. They have over 2 offices throughout the country.
PF ADVISORS is a Chadds Ford, Pennsylvania based Financial Planning firm with nearly $240,313,023 assets under management, offering retirement planning & investment advisory services to 8 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 277156 |
| SEC# | 801-112817 |
| Assets Managed by Firm | $240,313,023 |
| No. of Clients | 8 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 8 | $240,313,023 |
| High net worth individuals | 1 | $240,313,023 |
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|---|---|---|---|
| $7,909,760,294,676 | 209 | 980 | |
| $501,645,588,245 | 80 | 101 | |
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| $190,960,333,268 | 377 | 657 |
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