Investment adviser · CRD 109327
PERSONAL FINANCIAL PROFILES INC
Investment adviser filing (IA)
CORAL SPRINGS, FL, United States · Form ADV filed Feb 11, 2026
- Regulatory AUM
- $335M Form ADV · Item 5.F
- Client accounts
- 369 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 119 | $294,015,913 | 87.7% |
| Individuals | 109 | $28,003,228 | 8.4% |
| Retirement plans | 1 | $13,271,694 | 4.0% |
Filing source
Form ADV 2038541 · Feb 11, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 11, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
10100 W. SAMPLE ROAD, SUITE 300CORAL SPRINGS, FL, 33065, United States
CRD 109327
Filing source
Form ADV 2038541 · Feb 11, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.