← Back to searchVisit website
PERSONAL FINANCIAL PARTNERS
PERSONAL FINANCIAL PARTNERS LLC
CRD 331381
5425 WISCONSIN AVE, SUITE 600, CHEVY CHASE, MD, 20815, United States
Phone
(202) 910-6240
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$21.2M
Discretionary AUM
$21.2M
Team
1 total employees; 1 advisory reps; 6 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 52 | $12.6M |
| High net worth individuals | 5 | $8.5M |
| Corporations/business entities | 1 | $8K |
All web addresses on file
Official SEC filing: View on IAPD