SEC Form ADV

PROFESSIONAL FINANCIAL

Firm profile: Professional Financial Solutions — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserNY
$225.8M
Assets Under Management
450
Total Clients
4
Employees
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Registration Details

Accession
crd-125580
Location
PITTSFORD, NY
Filing Date
April 14, 2026
AUM
$225.8M
Total Clients
450
Employees
4
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsCorporationsOther

About this Adviser

PROFESSIONAL FINANCIAL is a registered investment adviser headquartered in PITTSFORD, NY, managing approximately $225.8M in assets across 450 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.