Personal Financial Profiles Inc
Personal Financial Profiles Inc is an SEC-registered wealth manager in Coral Springs, FL with $335.3M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Personal Financial Profiles Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 109327, SEC 801-78068, data through 2026-02-11.
- AUM (assets under management / regulatory AUM)
- $335.3M (2026-02-11)
- Firm type
- Wealth Manager
- Location
- Coral Springs, FL
- Employees
- 2
- Clients
- 229
- CRD
- 109327
- Ownership
- PUGLIESE, FRANK, THOMAS; MAGGIO, DAVID, MICHAEL; JANKELUNAS, DANIEL, THOMAS
How much AUM does Personal Financial Profiles Inc have?
Personal Financial Profiles Inc reported $335.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-11).
Who owns Personal Financial Profiles Inc?
Disclosed owners and executives of Personal Financial Profiles Inc include PUGLIESE, FRANK, THOMAS, MAGGIO, DAVID, MICHAEL, JANKELUNAS, DANIEL, THOMAS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.