PROFESSIONAL FINANCIAL SOLUTIONS, LLC
CRD #114957 SEC #801-106802 FAIRFAX, VA 703-385-0870
SEC Registered
Total AUM
$330.4M
Discretionary
$304.8M
Employees
7
Clients
26
Accounts
886
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $330.4M | $304.8M | $25.7M | 7 | 6 |
| Jul 2024 | $286.1M | $261.4M | $24.8M | 7 | 6 |
| Mar 2024 | $286.1M | $261.4M | $24.8M | 7 | 6 |
| Mar 2023 | $228.7M | $206.4M | $22.3M | 6 | 5 |
| Mar 2022 | $249.3M | $225.6M | $23.7M | 6 | 8 |
| Feb 2021 | $192.3M | $179.8M | $12.5M | 6 | 3 |
| Jun 2020 | $175.4M | $164.1M | $11.3M | 6 | 4 |
| Feb 2020 | $175.4M | $164.1M | $11.3M | 6 | 4 |
| Mar 2019 | $140.1M | $130.2M | $9.8M | 5 | 6 |
| Feb 2019 | $149.9M | $139.5M | $10.4M | 4 | 12 |
| Oct 2018 | $149.9M | $139.5M | $10.4M | 4 | 12 |
| Jul 2018 | $149.9M | $139.5M | $10.4M | 4 | 12 |
| Mar 2018 | $149.9M | $139.5M | $10.4M | 4 | 12 |
| Jun 2017 | $123.9M | $111.9M | $12M | 4 | 200 |
| Apr 2017 | $123.9M | $111.9M | $12M | 4 | 200 |
| Mar 2017 | $123.9M | $111.9M | $12M | 4 | 200 |
| Nov 2016 | $109.5M | $93.6M | $15.9M | 3 | 200 |
| Oct 2016 | $109.5M | $93.6M | $15.9M | 3 | 200 |
| Mar 2016 | $109.5M | $93.6M | $15.9M | 3 | 200 |
| Nov 2015 | $105.6M | $90.8M | $14.8M | 3 | 200 |
| Oct 2015 | $105.6M | $90.8M | $14.8M | 3 | 200 |
| Oct 2015 | $105.6M | $90.8M | $14.8M | 3 | 200 |
| Jul 2012 | $58.7M | $43.7M | $15M | 1 | 200 |
| Jun 2012 | $58.7M | $43.7M | $15M | 1 | 200 |
| Jun 2012 | $58.7M | $43.7M | $15M | 1 | 200 |
| May 2012 | $58.7M | $43.7M | $15M | 1 | 200 |
| Apr 2012 | $58.7M | $43.7M | $15M | 1 | 200 |
| Mar 2012 | $58.7M | $43.7M | $15M | 1 | 200 |
| Mar 2009 | $40.3M | $24.6M | $15.7M | 5 | -- |
| Oct 2007 | $48.7M | $16.2M | $32.5M | 5 | -- |
| Oct 2007 | $48.7M | $16.2M | $32.5M | 5 | -- |
| Mar 2007 | $48.7M | $16.2M | $32.5M | 5 | -- |
DateMar 2025
Total AUM$330.4M
Discretionary$304.8M
Non-Disc.$25.7M
Employees7
Clients6
DateJul 2024
Total AUM$286.1M
Discretionary$261.4M
Non-Disc.$24.8M
Employees7
Clients6
DateMar 2024
Total AUM$286.1M
Discretionary$261.4M
Non-Disc.$24.8M
Employees7
Clients6
DateMar 2023
Total AUM$228.7M
Discretionary$206.4M
Non-Disc.$22.3M
Employees6
Clients5
DateMar 2022
Total AUM$249.3M
Discretionary$225.6M
Non-Disc.$23.7M
Employees6
Clients8
DateFeb 2021
Total AUM$192.3M
Discretionary$179.8M
Non-Disc.$12.5M
Employees6
Clients3
DateJun 2020
Total AUM$175.4M
Discretionary$164.1M
Non-Disc.$11.3M
Employees6
Clients4
DateFeb 2020
Total AUM$175.4M
Discretionary$164.1M
Non-Disc.$11.3M
Employees6
Clients4
DateMar 2019
Total AUM$140.1M
Discretionary$130.2M
Non-Disc.$9.8M
Employees5
Clients6
DateFeb 2019
Total AUM$149.9M
Discretionary$139.5M
Non-Disc.$10.4M
Employees4
Clients12
DateOct 2018
Total AUM$149.9M
Discretionary$139.5M
Non-Disc.$10.4M
Employees4
Clients12
DateJul 2018
Total AUM$149.9M
Discretionary$139.5M
Non-Disc.$10.4M
Employees4
Clients12
DateMar 2018
Total AUM$149.9M
Discretionary$139.5M
Non-Disc.$10.4M
Employees4
Clients12
DateJun 2017
Total AUM$123.9M
Discretionary$111.9M
Non-Disc.$12M
Employees4
Clients200
DateApr 2017
Total AUM$123.9M
Discretionary$111.9M
Non-Disc.$12M
Employees4
Clients200
DateMar 2017
Total AUM$123.9M
Discretionary$111.9M
Non-Disc.$12M
Employees4
Clients200
DateNov 2016
Total AUM$109.5M
Discretionary$93.6M
Non-Disc.$15.9M
Employees3
Clients200
DateOct 2016
Total AUM$109.5M
Discretionary$93.6M
Non-Disc.$15.9M
Employees3
Clients200
DateMar 2016
Total AUM$109.5M
Discretionary$93.6M
Non-Disc.$15.9M
Employees3
Clients200
DateNov 2015
Total AUM$105.6M
Discretionary$90.8M
Non-Disc.$14.8M
Employees3
Clients200
DateOct 2015
Total AUM$105.6M
Discretionary$90.8M
Non-Disc.$14.8M
Employees3
Clients200
DateOct 2015
Total AUM$105.6M
Discretionary$90.8M
Non-Disc.$14.8M
Employees3
Clients200
DateJul 2012
Total AUM$58.7M
Discretionary$43.7M
Non-Disc.$15M
Employees1
Clients200
DateJun 2012
Total AUM$58.7M
Discretionary$43.7M
Non-Disc.$15M
Employees1
Clients200
DateJun 2012
Total AUM$58.7M
Discretionary$43.7M
Non-Disc.$15M
Employees1
Clients200
DateMay 2012
Total AUM$58.7M
Discretionary$43.7M
Non-Disc.$15M
Employees1
Clients200
DateApr 2012
Total AUM$58.7M
Discretionary$43.7M
Non-Disc.$15M
Employees1
Clients200
DateMar 2012
Total AUM$58.7M
Discretionary$43.7M
Non-Disc.$15M
Employees1
Clients200
DateMar 2009
Total AUM$40.3M
Discretionary$24.6M
Non-Disc.$15.7M
Employees5
Clients--
DateOct 2007
Total AUM$48.7M
Discretionary$16.2M
Non-Disc.$32.5M
Employees5
Clients--
DateOct 2007
Total AUM$48.7M
Discretionary$16.2M
Non-Disc.$32.5M
Employees5
Clients--
DateMar 2007
Total AUM$48.7M
Discretionary$16.2M
Non-Disc.$32.5M
Employees5
Clients--