Professional Financial Management, Inc.
Professional Financial Management, Inc. is an SEC-registered wealth manager in Bozeman, MT with $304.1M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Professional Financial Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 118117, SEC 801-132539, data through 2026-03-15.
- AUM (assets under management / regulatory AUM)
- $304.1M (2026-03-15)
- Firm type
- Wealth Manager
- Location
- Bozeman, MT
- Employees
- 2
- Clients
- 163
- CRD
- 118117
- Ownership
- BABCOCK, DOUGLAS, MENZIE
How much AUM does Professional Financial Management, Inc. have?
Professional Financial Management, Inc. reported $304.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-15).
Who owns Professional Financial Management, Inc.?
Disclosed owners and executives of Professional Financial Management, Inc. include BABCOCK, DOUGLAS, MENZIE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.