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PROFESSIONAL FINANCIAL

PROFESSIONAL FINANCIAL STRATEGIES, INC

CRD 125580 · SEC 801-107130

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1159 PITTSFORD-VICTOR RD, SUITE 120, PITTSFORD, NY, 14534-3827, United States

Phone

585-218-9080

Fax

585-218-9352

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$225.8M

Discretionary AUM

$210.7M

Team

4 total employees; 3 advisory reps

Clients

51-100

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-04-14

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingPublication of periodicals

Client types

TypeClientsAUM
Individuals24$14.3M
High net worth individuals69$193.6M

States served

NY, NH

All web addresses on file

Official SEC filing: View on IAPD