PERSONAL FINANCIAL PROFILES INC
CRD #109327 SEC #801-78068 CORAL SPRINGS, FL 954-755-8647
SEC Registered
Total AUM
$293.9M
Discretionary
$292.8M
Employees
2
Clients
0
Accounts
367
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $293.9M | $292.8M | $1.1M | 2 | 0 |
| Feb 2024 | $273.7M | $272.9M | $867K | 2 | 0 |
| Apr 2023 | $263.1M | $262.1M | $1M | 2 | 0 |
| Feb 2023 | $263.1M | $262.1M | $1M | 2 | 0 |
| Feb 2022 | $326.3M | $325.1M | $1.3M | 2 | 0 |
| Mar 2021 | $290.9M | $289.8M | $1.1M | 2 | 0 |
| Jun 2020 | $271.5M | $270.6M | $858.8K | 3 | 0 |
| Mar 2020 | $271.5M | $270.6M | $858.8K | 3 | 0 |
| Mar 2019 | $254.1M | $253.3M | $833.5K | 3 | 0 |
| Sep 2018 | $269.8M | $268.8M | $1M | 3 | 0 |
| Apr 2018 | $268.8M | $268.8M | $30K | 3 | 0 |
| Mar 2018 | $268.8M | $268.8M | $30K | 3 | 0 |
| Mar 2017 | $250.3M | $249.5M | $782.4K | 3 | 500 |
| May 2016 | $216.9M | $216.1M | $783.7K | 3 | 400 |
| Feb 2016 | $216.9M | $216.1M | $783.7K | 3 | 400 |
| Mar 2015 | $218.3M | $217.5M | $762K | 3 | 254 |
| Mar 2014 | $154.2M | $153.7M | $499.3K | 3 | 200 |
| May 2013 | $120M | $119.5M | $538.5K | 3 | 165 |
| Jun 2012 | $79.5M | $79.5M | $0 | 1 | 168 |
| Mar 2012 | $79.5M | $79.5M | $0 | 1 | 168 |
| Aug 2011 | $83.4M | $83.4M | $0 | 5 | -- |
| Apr 2011 | $83.4M | $83.4M | $0 | 5 | -- |
| Mar 2011 | $83.4M | $83.4M | $0 | 5 | -- |
| Jul 2010 | $70.3M | $70.3M | $0 | 5 | -- |
| Mar 2008 | $91M | $91M | $0 | 5 | -- |
| Mar 2007 | $83.1M | $83.1M | $0 | 5 | -- |
| Feb 2006 | $71.7M | $71.7M | $0 | 5 | -- |
| Feb 2005 | $58.6M | $0 | $58.6M | 5 | -- |
| Dec 2004 | $48.5M | $0 | $48.5M | 5 | -- |
| Dec 2004 | $58.6M | $0 | $58.6M | 5 | -- |
| Mar 2002 | $59.8M | $0 | $59.8M | 5 | -- |
DateFeb 2025
Total AUM$293.9M
Discretionary$292.8M
Non-Disc.$1.1M
Employees2
Clients0
DateFeb 2024
Total AUM$273.7M
Discretionary$272.9M
Non-Disc.$867K
Employees2
Clients0
DateApr 2023
Total AUM$263.1M
Discretionary$262.1M
Non-Disc.$1M
Employees2
Clients0
DateFeb 2023
Total AUM$263.1M
Discretionary$262.1M
Non-Disc.$1M
Employees2
Clients0
DateFeb 2022
Total AUM$326.3M
Discretionary$325.1M
Non-Disc.$1.3M
Employees2
Clients0
DateMar 2021
Total AUM$290.9M
Discretionary$289.8M
Non-Disc.$1.1M
Employees2
Clients0
DateJun 2020
Total AUM$271.5M
Discretionary$270.6M
Non-Disc.$858.8K
Employees3
Clients0
DateMar 2020
Total AUM$271.5M
Discretionary$270.6M
Non-Disc.$858.8K
Employees3
Clients0
DateMar 2019
Total AUM$254.1M
Discretionary$253.3M
Non-Disc.$833.5K
Employees3
Clients0
DateSep 2018
Total AUM$269.8M
Discretionary$268.8M
Non-Disc.$1M
Employees3
Clients0
DateApr 2018
Total AUM$268.8M
Discretionary$268.8M
Non-Disc.$30K
Employees3
Clients0
DateMar 2018
Total AUM$268.8M
Discretionary$268.8M
Non-Disc.$30K
Employees3
Clients0
DateMar 2017
Total AUM$250.3M
Discretionary$249.5M
Non-Disc.$782.4K
Employees3
Clients500
DateMay 2016
Total AUM$216.9M
Discretionary$216.1M
Non-Disc.$783.7K
Employees3
Clients400
DateFeb 2016
Total AUM$216.9M
Discretionary$216.1M
Non-Disc.$783.7K
Employees3
Clients400
DateMar 2015
Total AUM$218.3M
Discretionary$217.5M
Non-Disc.$762K
Employees3
Clients254
DateMar 2014
Total AUM$154.2M
Discretionary$153.7M
Non-Disc.$499.3K
Employees3
Clients200
DateMay 2013
Total AUM$120M
Discretionary$119.5M
Non-Disc.$538.5K
Employees3
Clients165
DateJun 2012
Total AUM$79.5M
Discretionary$79.5M
Non-Disc.$0
Employees1
Clients168
DateMar 2012
Total AUM$79.5M
Discretionary$79.5M
Non-Disc.$0
Employees1
Clients168
DateAug 2011
Total AUM$83.4M
Discretionary$83.4M
Non-Disc.$0
Employees5
Clients--
DateApr 2011
Total AUM$83.4M
Discretionary$83.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$83.4M
Discretionary$83.4M
Non-Disc.$0
Employees5
Clients--
DateJul 2010
Total AUM$70.3M
Discretionary$70.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$91M
Discretionary$91M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$83.1M
Discretionary$83.1M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$71.7M
Discretionary$71.7M
Non-Disc.$0
Employees5
Clients--
DateFeb 2005
Total AUM$58.6M
Discretionary$0
Non-Disc.$58.6M
Employees5
Clients--
DateDec 2004
Total AUM$48.5M
Discretionary$0
Non-Disc.$48.5M
Employees5
Clients--
DateDec 2004
Total AUM$58.6M
Discretionary$0
Non-Disc.$58.6M
Employees5
Clients--
DateMar 2002
Total AUM$59.8M
Discretionary$0
Non-Disc.$59.8M
Employees5
Clients--