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PROFESSIONAL FINANCIAL

Tel: 585-218-9080
1159 Pittsford-Victor Rd
Suite 120
Pittsford, New York  14534-3827

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PROFESSIONAL FINANCIAL

PROFESSIONAL FINANCIAL is a Pittsford, New York based financial advisory firm with nearly $191,543,584 in assets under management and provides investment advisory services for 439 clients. There are currently 4 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Publication of periodicals and newsletters

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

125580

SEC#:

801-107130

No. of Clients:

439

Assets under Management

$191,543,584

No. of Advisors:

4

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