PERSONAL FINANCIAL ADVISORS, LLC
CRD #125533 SEC #801-61965 NAPLES, FL 239-514-3360
SEC Registered Disclosures
Total AUM
$46.5M
Discretionary
$0
Employees
1
Clients
1
Accounts
163
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2012 | $46.5M | $0 | $46.5M | 1 | 26 |
| Jun 2011 | $48M | $0 | $48M | 5 | -- |
| May 2010 | $47.6M | $0 | $47.6M | 5 | -- |
| Mar 2010 | $47.6M | $0 | $47.6M | 5 | -- |
| Mar 2008 | $48.3M | $0 | $48.3M | 5 | -- |
| Nov 2007 | $40.2M | $0 | $40.2M | 5 | -- |
| Mar 2007 | $40.2M | $0 | $40.2M | 5 | -- |
| Mar 2007 | $43.1M | $0 | $43.1M | 5 | -- |
| Feb 2006 | $35M | $0 | $35M | 5 | -- |
| Dec 2005 | $34M | $0 | $34M | 5 | -- |
| Nov 2005 | $34M | $0 | $34M | 5 | -- |
| Feb 2005 | $34M | $0 | $34M | 5 | -- |
| Aug 2004 | $33M | $0 | $33M | 5 | -- |
DateMar 2012
Total AUM$46.5M
Discretionary$0
Non-Disc.$46.5M
Employees1
Clients26
DateJun 2011
Total AUM$48M
Discretionary$0
Non-Disc.$48M
Employees5
Clients--
DateMay 2010
Total AUM$47.6M
Discretionary$0
Non-Disc.$47.6M
Employees5
Clients--
DateMar 2010
Total AUM$47.6M
Discretionary$0
Non-Disc.$47.6M
Employees5
Clients--
DateMar 2008
Total AUM$48.3M
Discretionary$0
Non-Disc.$48.3M
Employees5
Clients--
DateNov 2007
Total AUM$40.2M
Discretionary$0
Non-Disc.$40.2M
Employees5
Clients--
DateMar 2007
Total AUM$40.2M
Discretionary$0
Non-Disc.$40.2M
Employees5
Clients--
DateMar 2007
Total AUM$43.1M
Discretionary$0
Non-Disc.$43.1M
Employees5
Clients--
DateFeb 2006
Total AUM$35M
Discretionary$0
Non-Disc.$35M
Employees5
Clients--
DateDec 2005
Total AUM$34M
Discretionary$0
Non-Disc.$34M
Employees5
Clients--
DateNov 2005
Total AUM$34M
Discretionary$0
Non-Disc.$34M
Employees5
Clients--
DateFeb 2005
Total AUM$34M
Discretionary$0
Non-Disc.$34M
Employees5
Clients--
DateAug 2004
Total AUM$33M
Discretionary$0
Non-Disc.$33M
Employees5
Clients--