Professional Financial Review

Trust Score 86%
Trust Score info_outline

Last updated: August 6th, 2019. Data source: SEC filings.

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Professional Financial, federally registered in 2016, is a Registered Investment Advisor (RIA) in 2 state(s) with a licensed staff of 3 advisors. Professional Financial manages $147.4 million and provides investment advisory services for 96 clients (1:32 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $666,667
Average Client Balance $1,535,217
Hybrid Advisor No
Disciplinary History No
Total AUM $147.4 million
Advisor / Client Ratio 1:32
Headquarters Pittsford, NY
SEC Filings Forms and Brochures    (CRD # 125580)
State(s) Registered NH, NY

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