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PROFESSIONAL FINANCIAL SOLUTIONS, LLC

10517a West Drive
Fairfax, Virginia 22030-8144
Tel: 703-385-0870

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About PROFESSIONAL FINANCIAL SOLUTIONS, LLC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#114957
SEC#801-106802
Assets Managed by Firm$286,123,744
No. of Clients868
No. of Advisors7

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Firm Client Information

No. of ClientsAUM
Firm Total868$286,123,744
Individuals (other than high net worth individuals)150$58,425,814
High net worth individuals114$226,644,342
Charitable organizations5$722,683
Corporations or other businessesFewer than 5 clients$330,905

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