The Professional Financial Company LLC
The Professional Financial Company LLC is an SEC-registered mass-market adviser in Orem, UT with $246.1M assets under management (AUM, regulatory AUM), -32% over one year. See who owns The Professional Financial Company LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 286419, SEC 801-114491, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $246.1M (2026-03-24)
- Firm type
- Mass-Market Adviser
- Location
- Orem, UT
- Employees
- 7
- Clients
- 285
- CRD
- 286419
- Ownership
- MILLER, WILLIAM, BRUCE; THE W. BRUCE MILLER REVOCABLE TRUST; THE MARY G. MILLER REVOCABLE TRUST; MILLER, MARY, G; BOWEN, BRENNON, STERLING
How much AUM does The Professional Financial Company LLC have?
The Professional Financial Company LLC reported $246.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns The Professional Financial Company LLC?
Disclosed owners and executives of The Professional Financial Company LLC include MILLER, WILLIAM, BRUCE, THE W. BRUCE MILLER REVOCABLE TRUST, THE MARY G. MILLER REVOCABLE TRUST, MILLER, MARY, G, BOWEN, BRENNON, STERLING. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.