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MYFINANCIALPRO, LLC
CRD 136724
4 RESEARCH DRIVE, SUITE 402, SHELTON, CT, 06484-4312, United States
Phone
203-922-1192
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$58.4M
Discretionary AUM
$58.4M
Team
1 total employees; 1 advisory reps; 9 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-02-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 19 | $6.5M |
| High net worth individuals | 18 | $51.9M |
All web addresses on file
Official SEC filing: View on IAPD