SEC Form ADV

PROFESSIONAL FINANCIAL MANAGEMENT, INC.

Registered Investment AdviserWI
$115.5M
Assets Under Management
164
Total Clients
5
Employees
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Registration Details

Accession
crd-154016
Location
APPLETON, WI
Filing Date
March 18, 2026
AUM
$115.5M
Total Clients
164
Employees
5
Amendment
No

Client Types

IndividualsHNW Individuals

About this Adviser

PROFESSIONAL FINANCIAL MANAGEMENT, INC. is a registered investment adviser headquartered in APPLETON, WI, managing approximately $115.5M in assets across 164 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.