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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Montana
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 3, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BABCOCK, DOUGLAS, MENZIE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BABCOCK, DOUGLAS, MENZIE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Apr 3, 2025 REGISTERED
Notice Filings (5)
AK CA LA MT TX
Address
945 TECHNOLOGY BLVDSTE 102
BOZEMAN, MT 59718
United States
Phone: 406-587-1604