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PSC FINANCIAL LLC
CRD 172054 · SEC 801-120763
7900 INTERNATIONAL DRIVE, SUITE 1075, BLOOMINGTON, MN, 55425, United States
Phone
952-777-3955
Fax
952-777-3929
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$135.1M
Discretionary AUM
$135.1M
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 72 | $32.2M |
| High net worth individuals | 36 | $87.3M |
| Charitable organizations | 3 | $15.6M |
States served
MN
All web addresses on file
Official SEC filing: View on IAPD