PERSONAL FINANCIAL SOLUTIONS, LLC

Company Profile

As of Date 04/15/2026
ADV Location United States, NJ
AUM* 157,826,763 24%
of that, discretionary 157,826,763 24%
Number of Employees 3
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 369,618 15%
High Net Worth 25.49% 18%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

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

156M 133M 111M 89M 67M 44M 22M
2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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