THE PROFESSIONAL FINANCIAL COMPANY LLC

384 W Center St
Orem, Utah 84057
Tel: (801) 701-2345

About THE PROFESSIONAL FINANCIAL COMPANY LLC

THE PROFESSIONAL FINANCIAL COMPANY LLC, formally registered with the SEC as THE PROFESSIONAL FINANCIAL COMPANY LLC. The firm was established in 01/28/2019. They have over 1 offices throughout the country.

THE PROFESSIONAL FINANCIAL COMPANY LLC is a Orem, Utah based Financial Planning firm with nearly $206,183,702 assets under management, offering retirement planning & investment advisory services to 252 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	286419
SEC#	801-114491
Assets Managed by Firm	$206,183,702
No. of Clients	252
No. of Advisors	6

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	252	$206,183,702
Individuals (other than high net worth individuals)	200	$44,785,407
High net worth individuals	49	$136,430,801
Charitable organizations	1	$274,660
Corporations or other businesses	2	$24,692,834

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