Professional Financial
Professional Financial is an SEC-registered ria in Pittsford, NY with $225.8M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Professional Financial: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 125580, SEC 801-107130, data through 2026-04-14.
- AUM (assets under management / regulatory AUM)
- $225.8M (2026-04-14)
- Firm type
- Ria
- Location
- Pittsford, NY
- Employees
- 4
- Clients
- 93
- CRD
- 125580
- Ownership
- HILL, PAUL, BYRON; KOK, KAM-LIN
How much AUM does Professional Financial have?
Professional Financial reported $225.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-14).
Who owns Professional Financial?
Disclosed owners and executives of Professional Financial include HILL, PAUL, BYRON, KOK, KAM-LIN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.