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PERSONAL FINANCIAL ADVISORS, INC.
CRD 132716
70 E. COLUMBUS STREET, PICKERINGTON, OH, 43147, United States
Phone
614-837-7000
Fax
614-524-5544
Registration
— (—)
Source
State registered
Total AUM
$80.3M
Discretionary AUM
$0
Team
3 total employees; 3 advisory reps
Clients
51-100
Fees
Percentage of AUM; FEE BASED ON NET WORTH OF CLIENT
Org form
Corporation
Filing date
2026-02-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 138 | $43.7M |
| High net worth individuals | 17 | $36.4M |
All web addresses on file
Official SEC filing: View on IAPD