10517a West Drive
Fairfax, Virginia 22030-8144
Tel: 703-385-0870
PROFESSIONAL FINANCIAL SOLUTIONS, LLC, formally registered with the SEC as PROFESSIONAL FINANCIAL SOLUTIONS, LLC. The firm was established in 11/02/2015. They have over 1 offices throughout the country.
PROFESSIONAL FINANCIAL SOLUTIONS, LLC is a Fairfax, Virginia based Financial Planning firm with nearly $286,123,744 assets under management, offering retirement planning & investment advisory services to 868 clients. The firm is staffed with 7 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 114957 |
SEC# | 801-106802 |
Assets Managed by Firm | $286,123,744 |
No. of Clients | 868 |
No. of Advisors | 7 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 868 | $286,123,744 |
Individuals (other than high net worth individuals) | 150 | $58,425,814 |
High net worth individuals | 114 | $226,644,342 |
Charitable organizations | 5 | $722,683 |
Corporations or other businesses | Fewer than 5 clients | $330,905 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$45,003,485,534 | 354 | 181 | |
$32,231,415,180 | 53 | 47 | |
$26,988,658,396 | 84 | 99 | |
$24,381,015,458 | 94 | 27 | |
$20,812,400,000 | 4775 | 68 |
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