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PROFESSIONAL FINANCIAL MANAGEMENT, INC.

CRD 118117 · SEC 801-132539

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2066 STADIUM DR, STE 101, BOZEMAN, MT, 59718, United States

Phone

406-587-1604

Fax

406-586-8333

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$304.1M

Discretionary AUM

$298.6M

Team

2 total employees; 2 advisory reps; 5 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges

Org form

Corporation

Filing date

2026-03-15

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)EMPLOYER SPONSORED RETIREMENT PLANS ADVISORY SERVICES

Client types

TypeClientsAUM
Individuals80$43.9M
High net worth individuals83$254.6M

States served

AK, CA, LA, MT, WA, TX

All web addresses on file

Official SEC filing: View on IAPD