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FINANCIAL ROUNDS
PERSONAL CHOICE FINANCIAL ADVISORS, LLC
CRD 110384 · SEC 801-121351
4555 LAKE FOREST DRIVE, STE 650, CINCINNATI, OH, 45242-3785, United States
Phone
513-588-8080
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$211.3M
Discretionary AUM
$206.1M
Team
8 total employees; 6 advisory reps; 16 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 131 | $53.5M |
| High net worth individuals | 57 | $157.8M |
States served
KY, MA, OH, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD