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PERSONAL FINANCIAL SOLUTIONS, LLC
CRD 129095 · SEC 801-121037
2517 HIGHWAY 35, BUILDING I SUITE 103, MANASQUAN, NJ, 08736, United States
Phone
732-722-7912
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$155.6M
Discretionary AUM
$155.6M
Team
2 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 92 | $31.1M |
| High net worth individuals | 39 | $124.5M |
States served
NJ, PA, FL
Official SEC filing: View on IAPD