PERSONALIZED FINANCIAL SOLUTIONS LLC

CLEARWATER, Florida·1 registered advisor·CRD# 306475
SEC# 801-1316950727-754-4401
01

Firm Overview

AUM
$109M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementFee-Only Advisory
04

Advisors at PERSONALIZED FINANCIAL SOLUTIONS LLC

1 registered advisor
Todd Michael Seymour
CLEARWATER, Florida
05

Office Locations

CLEARWATER, Florida
1 advisor

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Data sourced from SEC Form ADV filings. PERSONALIZED FINANCIAL SOLUTIONS LLC (CRD# 306475) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.