PERSONAL FINANCIAL CONSULTANTS, INC.

LAFAYETTE, California·1 registered advisor·CRD# 26440
SEC# 801-750610888-557-3272
01

Firm Overview

AUM
$196M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at PERSONAL FINANCIAL CONSULTANTS, INC.

1 registered advisor
Loren Bruce Kayfetz
LAFAYETTE, California
CFPChFC
05

Office Locations

LAFAYETTE, California
1 advisor

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Data sourced from SEC Form ADV filings. PERSONAL FINANCIAL CONSULTANTS, INC. (CRD# 26440) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.