SEC Form ADV

THE PROFESSIONAL FINANCIAL COMPANY LLC

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

Registered Investment AdviserUT
$246.1M
Assets Under Management
575
Total Clients
7
Employees
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Registration Details

Accession
CRD-286419
Location
OREM, UT
Filing Date
March 24, 2026
AUM
$246.1M
Total Clients
575
Institutional Clients
7
Employees
7
Amendment
No

Client Types

IndividualsHNW IndividualsCharitable OrganizationsCorporationsOther

About this Adviser

THE PROFESSIONAL FINANCIAL COMPANY LLC is a registered investment adviser headquartered in OREM, UT, managing approximately $246.1M in assets across 575 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.