← Back to searchVisit website
PERSONALIZED FINANCIAL SOLUTIONS LLC
CRD 306475 · SEC 801-131695
28163 US HIGHWAY 19 NORTH, SUITE 205, CLEARWATER, FL, 33761, United States
Phone
727-754-4401
Fax
727-205-3785
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$142.6M
Discretionary AUM
$130.6M
Team
4 total employees; 2 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-21
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 102 | $43.7M |
| High net worth individuals | 42 | $98.9M |
States served
FL
All web addresses on file
Official SEC filing: View on IAPD