PERSONAL FINANCIAL PROFILES INC

CORAL SPRINGS, Florida·2 registered advisors·CRD# 109327

SEC# 801-780681954-755-8647

01

Firm Overview

AUM

$274M

Regulatory assets under management

Employees

2

Total firm employees

Advisors

2

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at PERSONAL FINANCIAL PROFILES INC

2 registered advisors

David Michael Maggio

CORAL SPRINGS, Florida

Frank Thomas Pugliese

CORAL SPRINGS, Florida

05

Office Locations

CORAL SPRINGS, Florida

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Data sourced from SEC Form ADV filings. PERSONAL FINANCIAL PROFILES INC (CRD# 109327) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.