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PROFESSIONAL FINANCIAL MANAGEMENT, INC.

CRD 154016 · SEC 801-135207

Visit website

W6184 AEROTECH DRIVE, SUITE A, APPLETON, WI, 54914, United States

Phone

920-687-2600

Fax

920-687-9163

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$115.5M

Discretionary AUM

$100.8M

Team

5 total employees; 3 advisory reps; 164 broker-dealer reps

Clients

101-250

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-18

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals126$51.0M
High net worth individuals38$64.5M

States served

WI, TX

All web addresses on file

Official SEC filing: View on IAPD