PROFESSIONAL FINANCIAL MANAGEMENT, INC.
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Company Profile
| AUM* | 419,616,995 10% |
| of that, discretionary | 399,375,880 53% |
| Number of Employees | 7 250% |
| of those in investment advisory functions | 5 150% |
| Private Fund GAV* | 0 |
| Avg Account Size | 310,597 -22% |
| High Net Worth | 36.56% -21% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Recent News
Reported AUM
399M
342M
285M
228M
171M
114M
57M
2025
2026
Private Funds
No private funds
Employees
Form ADV-E Surprise Examination Reports
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name ASHLAND PARTNERS & COMPANY LLP | Filing Date07/25/2025 | Form ADV-E View Report |
| Accounting Firm Name ASHLAND PARTNERS & COMPANY LLP | Filing Date10/29/2024 | Form ADV-E View Report |
| Accounting Firm Name ASHLAND PARTNERS & COMPANY LLP | Filing Date03/21/2024 | Form ADV-E View Report |