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PERSONAL FINANCIAL PROFILES INC
CRD 109327 · SEC 801-78068
10100 W. SAMPLE ROAD, SUITE 300, CORAL SPRINGS, FL, 33065, United States
Phone
954-755-8647
Fax
954-755-6863
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$335.3M
Discretionary AUM
$333.9M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 109 | $28.0M |
| High net worth individuals | 119 | $294.0M |
| Pension/profit sharing plans | 1 | $13.3M |
States served
NJ, NY, PA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD