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PERSONAL FINANCIAL MANAGEMENT

Tel: 619-435-1600
1001 B Avenue
Suite 307
Coronado, California  92118-3425

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PERSONAL FINANCIAL MANAGEMENT

PERSONAL FINANCIAL MANAGEMENT is a Coronado, California based financial advisory firm with nearly $495,456,280 in assets under management and provides investment advisory services for 321 clients. There are currently 2 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

108801

SEC#:

801-42879

No. of Clients:

321

Assets under Management

$495,456,280

No. of Advisors:

2

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