PROFESSIONAL FINANCIAL MANAGEMENT, INC.
  • PROFESSIONAL FINANCIAL MANAGEMENT, INC.

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Adviser Profile

As of Date 04/30/2025
Registration status Registration Changed to PROFESSIONAL FINANCIAL MANAGEMENT, INC.
ADV Location BOZEMAN, MT, United States
Contact Info 406 xxxxxxx
Websites
AUM* 265,256,270
of that, discretionary 260,433,563
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 404,971
% High Net Worth 46.15%
SMA’s No
Private Funds 0

Adviser Type

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

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