Home
›
Firms
›
PROFESSIONAL FINANCIAL STRATEGIES, INC
PROFESSIONAL FINANCIAL STRATEGIES, INC
PROFESSIONAL FINANCIAL
PITTSFORD, New York
·
2 registered advisors
·
CRD# 125580
SEC# 801-107130
1
585-218-9080
01
Firm Overview
AUM
$192M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Market timing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at PROFESSIONAL FINANCIAL STRATEGIES, INC
2 registered advisors
Kam-Lin Kok
PITTSFORD, New York
CRD# 4645967
Paul Byron Hill
PITTSFORD, New York
CRD# 866098
05
Office Locations
PITTSFORD, New York
2 advisors
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. PROFESSIONAL FINANCIAL STRATEGIES, INC (CRD# 125580) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.