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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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