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PROFESSIONAL FINANCIAL SOLUTIONS, LLC
CRD 114957 · SEC 801-106802
10517A WEST DRIVE, FAIRFAX, VA, 22030-8144, United States
Phone
703-385-0870
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$409.7M
Discretionary AUM
$387.4M
Team
8 total employees; 6 advisory reps; 13 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 142 | $60.4M |
| High net worth individuals | 137 | $348.9M |
States served
AZ, CA, DC, MD, MT, NY, NC, PA, VA, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD