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THE PROFESSIONAL FINANCIAL COMPANY LLC

Tel: (801) 701-2345
384 W Center St
Orem, Utah  84057

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THE PROFESSIONAL FINANCIAL COMPANY LLC

THE PROFESSIONAL FINANCIAL COMPANY LLC is a Orem, Utah based financial advisory firm with nearly $206,183,702 in assets under management and provides investment advisory services for 252 clients. There are currently 6 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

286419

SEC#:

801-114491

No. of Clients:

252

Assets under Management

$206,183,702

No. of Advisors:

6

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