Investment adviser · CRD 269937
PROFESSIONAL FINANCIAL SERVICES, INC.
Investment adviser filing (IA)
SIOUX FALLS, SD, United States · Form ADV filed Sep 20, 2022
- Regulatory AUM
- $190M Form ADV · Item 5.F
- Client accounts
- 625 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 | 84 | $151,510,684 | 79.6% |
| Individuals | 144 | $38,937,368 | 20.4% |
Filing source
Form ADV 1676810 · Sep 20, 2022 · 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: Sep 20, 2022. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
5024 S. BUR OAK PL., SUITE 100SIOUX FALLS, SD, 57108, United States
CRD 269937
Filing source
Form ADV 1676810 · Sep 20, 2022 · 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.