PROFESSIONAL FINANCIAL STRATEGIES, INC
Legal name: PROFESSIONAL FINANCIAL
CRD #125580 SEC #801-107130 PITTSFORD, NY 585-218-9080
SEC Registered
Total AUM
$206M
Discretionary
$185.9M
Employees
4
Clients
51
Accounts
483
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $206M | $185.9M | $20.1M | 4 | 0 |
| Oct 2024 | $191.5M | $171.8M | $19.7M | 4 | 0 |
| Oct 2024 | $191.5M | $171.8M | $19.7M | 4 | 0 |
| Mar 2024 | $191.5M | $171.8M | $19.7M | 4 | 0 |
| Mar 2023 | $178.9M | $151M | $27.9M | 4 | 0 |
| Nov 2022 | $203.6M | $182.4M | $21.2M | 4 | 0 |
| May 2022 | $203.6M | $182.4M | $21.2M | 4 | 0 |
| Mar 2022 | $203.6M | $182.4M | $21.2M | 4 | 0 |
| Jan 2022 | $180.6M | $157.9M | $22.8M | 4 | 0 |
| Apr 2021 | $180.6M | $157.9M | $22.8M | 4 | 0 |
| Mar 2021 | $180.6M | $157.9M | $22.8M | 4 | 0 |
| Sep 2020 | $162.1M | $162.1M | $0 | 4 | 0 |
| Jun 2020 | $162.1M | $162.1M | $0 | 4 | 0 |
| Mar 2020 | $162.1M | $162.1M | $0 | 4 | 0 |
| Mar 2019 | $147.4M | $147.4M | $0 | 4 | 0 |
| Mar 2018 | $164.4M | $164.4M | $0 | 4 | 0 |
| Mar 2017 | $141.2M | $130.5M | $10.7M | 5 | 26 |
| Jan 2017 | $130.7M | $119.5M | $11.2M | 4 | 26 |
| Mar 2016 | $130.7M | $119.5M | $11.2M | 4 | 26 |
| Jan 2016 | $130M | $119M | $11M | 4 | 26 |
| Mar 2007 | $79.1M | $0 | $79.1M | 5 | -- |
| Mar 2006 | $60.2M | $0 | $60.2M | 5 | -- |
| Jul 2004 | $32.9M | $0 | $32.9M | 5 | -- |
| Apr 2004 | $32.9M | $0 | $32.9M | 5 | -- |
| Dec 2003 | $31.4M | $0 | $31.4M | 5 | -- |
DateMar 2025
Total AUM$206M
Discretionary$185.9M
Non-Disc.$20.1M
Employees4
Clients0
DateOct 2024
Total AUM$191.5M
Discretionary$171.8M
Non-Disc.$19.7M
Employees4
Clients0
DateOct 2024
Total AUM$191.5M
Discretionary$171.8M
Non-Disc.$19.7M
Employees4
Clients0
DateMar 2024
Total AUM$191.5M
Discretionary$171.8M
Non-Disc.$19.7M
Employees4
Clients0
DateMar 2023
Total AUM$178.9M
Discretionary$151M
Non-Disc.$27.9M
Employees4
Clients0
DateNov 2022
Total AUM$203.6M
Discretionary$182.4M
Non-Disc.$21.2M
Employees4
Clients0
DateMay 2022
Total AUM$203.6M
Discretionary$182.4M
Non-Disc.$21.2M
Employees4
Clients0
DateMar 2022
Total AUM$203.6M
Discretionary$182.4M
Non-Disc.$21.2M
Employees4
Clients0
DateJan 2022
Total AUM$180.6M
Discretionary$157.9M
Non-Disc.$22.8M
Employees4
Clients0
DateApr 2021
Total AUM$180.6M
Discretionary$157.9M
Non-Disc.$22.8M
Employees4
Clients0
DateMar 2021
Total AUM$180.6M
Discretionary$157.9M
Non-Disc.$22.8M
Employees4
Clients0
DateSep 2020
Total AUM$162.1M
Discretionary$162.1M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$162.1M
Discretionary$162.1M
Non-Disc.$0
Employees4
Clients0
DateMar 2020
Total AUM$162.1M
Discretionary$162.1M
Non-Disc.$0
Employees4
Clients0
DateMar 2019
Total AUM$147.4M
Discretionary$147.4M
Non-Disc.$0
Employees4
Clients0
DateMar 2018
Total AUM$164.4M
Discretionary$164.4M
Non-Disc.$0
Employees4
Clients0
DateMar 2017
Total AUM$141.2M
Discretionary$130.5M
Non-Disc.$10.7M
Employees5
Clients26
DateJan 2017
Total AUM$130.7M
Discretionary$119.5M
Non-Disc.$11.2M
Employees4
Clients26
DateMar 2016
Total AUM$130.7M
Discretionary$119.5M
Non-Disc.$11.2M
Employees4
Clients26
DateJan 2016
Total AUM$130M
Discretionary$119M
Non-Disc.$11M
Employees4
Clients26
DateMar 2007
Total AUM$79.1M
Discretionary$0
Non-Disc.$79.1M
Employees5
Clients--
DateMar 2006
Total AUM$60.2M
Discretionary$0
Non-Disc.$60.2M
Employees5
Clients--
DateJul 2004
Total AUM$32.9M
Discretionary$0
Non-Disc.$32.9M
Employees5
Clients--
DateApr 2004
Total AUM$32.9M
Discretionary$0
Non-Disc.$32.9M
Employees5
Clients--
DateDec 2003
Total AUM$31.4M
Discretionary$0
Non-Disc.$31.4M
Employees5
Clients--