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EXPERT FINANCIAL SERVICES, LLC
CRD 121584
11676 PERRY HIGHWAY, SUITE 2201, WEXFORD, PA, 15090, United States
Phone
412-963-7978
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$106.1M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Commissions
Org form
Limited Liability Company
Filing date
2026-04-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 22 | $6.5M |
| High net worth individuals | 51 | $88.2M |
Official SEC filing: View on IAPD