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David Ryan Vollmer

PFS PARTNERS, LLC·MINE HILL, New Jersey
PFS PARTNERS, LLC
350 US HIGHWAY 46, MINE HILL, NJ 07803CRD# 4088139Firm CRD# 147872

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Ryan Vollmer · MINE HILL, NJ
Registration
CRD #4088139 · PFS PARTNERS, LLC
Brand Profile
Not yet started
Disclosure history
2 disclosures on file · See FINRA BrokerCheck for full record
01

About

David Ryan Vollmer is a registered financial advisor based in MINE HILL, New Jersey, affiliated with PFS PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
PFS PARTNERS, LLC
PRECISION FINANCIAL SERVICES
AUM
$321M
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at PFS PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4088139
Firm CRD# 147872
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Ryan Vollmer offer?
David Ryan Vollmer specializes in Financial Planning, Investment Management. Contact their office in MINE HILL, New Jersey for a consultation.
What are David Ryan Vollmer's credentials?
David Ryan Vollmer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Ryan Vollmer located?
David Ryan Vollmer is based in MINE HILL, New Jersey, working with PFS PARTNERS, LLC. Their office serves clients in the MINE HILL metropolitan area and surrounding communities.
How does David Ryan Vollmer charge for services?
David Ryan Vollmer's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PFS PARTNERS, LLC?
PFS PARTNERS, LLC has approximately 16 employees and manages $321M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PFS PARTNERS, LLC

Michael Babyak
MINE HILL, NJ

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Research
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