Adviser Profile
| As of Date | 01/05/2025 |
| Registration status | Registration Changed to PERSONALIZED FINANCIAL SOLUTIONS LLC |
| ADV Location | CLEARWATER, FL, United States |
| Contact Info | 727 xxxxxxx |
| Websites |
| AUM* | 65,967,693 |
| of that, discretionary | 65,967,693 |
| Number of Employees | 4 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 235,599 |
| % High Net Worth | 16.36% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
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
Reported AUM
1
1
1
1
Private Funds
No private funds