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Adviser Profile
| As of Date | 01/22/2026 |
| Registration status | Registration Changed to PROFESSIONAL FINANCIAL MANAGEMENT, INC. |
| ADV Location | APPLETON, WI, United States |
| Contact Info | 920 xxxxxxx |
| Websites |
| AUM* | 96,565,073 2% |
| of that, discretionary | 83,878,040 1% |
| Number of Employees | 5 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 142,007 0% |
| % High Net Worth | 17.54% 5% |
| 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
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds