PROFESSIONAL FINANCIAL ADVISORS, INC.
CRD #119910 SEC #801-80843 NEW CUMBERLAND, PA 717-761-4646
SEC Registered Disclosures
Total AUM
$158.4M
Discretionary
$143.8M
Employees
6
Clients
101
Accounts
1,376
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2019 | $158.4M | $143.8M | $14.6M | 6 | 50 |
| Apr 2019 | $158.4M | $143.8M | $14.6M | 6 | 50 |
| Jan 2019 | $158.4M | $143.8M | $14.6M | 6 | 50 |
| Nov 2018 | $154.5M | $139M | $15.4M | 6 | 50 |
| Oct 2018 | $154.5M | $139M | $15.4M | 6 | 50 |
| Mar 2018 | $154.5M | $139M | $15.4M | 6 | 50 |
| Apr 2017 | $132.4M | $118.1M | $14.3M | 6 | 700 |
| May 2016 | $112.8M | $100.5M | $12.3M | 6 | 700 |
| Jan 2015 | $110M | $97.9M | $12.1M | 6 | 700 |
| Jan 2015 | $110M | $97.9M | $12.1M | 6 | 700 |
| Feb 2012 | $70.4M | $60.9M | $9.5M | 6 | 700 |
| Mar 2011 | $63.5M | $55.5M | $8M | 10 | -- |
| Jan 2007 | $43M | $36.7M | $6.3M | 10 | -- |
| Jan 2006 | $35.9M | $30.1M | $5.7M | 10 | -- |
| Jan 2005 | $27.8M | $27.5M | $323.6K | 10 | -- |
DateMay 2019
Total AUM$158.4M
Discretionary$143.8M
Non-Disc.$14.6M
Employees6
Clients50
DateApr 2019
Total AUM$158.4M
Discretionary$143.8M
Non-Disc.$14.6M
Employees6
Clients50
DateJan 2019
Total AUM$158.4M
Discretionary$143.8M
Non-Disc.$14.6M
Employees6
Clients50
DateNov 2018
Total AUM$154.5M
Discretionary$139M
Non-Disc.$15.4M
Employees6
Clients50
DateOct 2018
Total AUM$154.5M
Discretionary$139M
Non-Disc.$15.4M
Employees6
Clients50
DateMar 2018
Total AUM$154.5M
Discretionary$139M
Non-Disc.$15.4M
Employees6
Clients50
DateApr 2017
Total AUM$132.4M
Discretionary$118.1M
Non-Disc.$14.3M
Employees6
Clients700
DateMay 2016
Total AUM$112.8M
Discretionary$100.5M
Non-Disc.$12.3M
Employees6
Clients700
DateJan 2015
Total AUM$110M
Discretionary$97.9M
Non-Disc.$12.1M
Employees6
Clients700
DateJan 2015
Total AUM$110M
Discretionary$97.9M
Non-Disc.$12.1M
Employees6
Clients700
DateFeb 2012
Total AUM$70.4M
Discretionary$60.9M
Non-Disc.$9.5M
Employees6
Clients700
DateMar 2011
Total AUM$63.5M
Discretionary$55.5M
Non-Disc.$8M
Employees10
Clients--
DateJan 2007
Total AUM$43M
Discretionary$36.7M
Non-Disc.$6.3M
Employees10
Clients--
DateJan 2006
Total AUM$35.9M
Discretionary$30.1M
Non-Disc.$5.7M
Employees10
Clients--
DateJan 2005
Total AUM$27.8M
Discretionary$27.5M
Non-Disc.$323.6K
Employees10
Clients--