PROFESSIONAL FINANCIAL MANAGEMENT, INC.
CRD #118117 SEC #801-132539 BOZEMAN, MT 406-587-1604
SEC Registered
Total AUM
$265.3M
Discretionary
$260.4M
Employees
2
Clients
10
Accounts
655
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $265.3M | $260.4M | $4.8M | 2 | 5 |
| Mar 2025 | $265.3M | $260.4M | $4.8M | 2 | 5 |
DateApr 2025
Total AUM$265.3M
Discretionary$260.4M
Non-Disc.$4.8M
Employees2
Clients5
DateMar 2025
Total AUM$265.3M
Discretionary$260.4M
Non-Disc.$4.8M
Employees2
Clients5