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
Firm Details
- Organization Type
- Corporation
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KOK, KAM-LIN | I | VICE PRESIDENT | NA | |
| KOK, KAM-LIN | I | VICE PRESIDENT | NA | |
| KOK, KAM-LIN | I | VICE PRESIDENT | NA | |
| KOK, KAM-LIN | I | VICE PRESIDENT | NA | |
| KOK, KAM-LIN | I | VICE PRESIDENT | NA | |
| KOK, KAM-LIN | I | VICE PRESIDENT | NA | |
| KOK, KAM-LIN | I | VICE PRESIDENT | NA | |
| KOK, KAM-LIN | I | VICE PRESIDENT | NA | |
| KOK, KAM-LIN | I | VICE PRESIDENT | NA | |
| KOK, KAM-LIN | I | PRESIDENT | NA | |
| KOK, KAM-LIN | I | VICE PRESIDENT | NA | |
| KOK, KAM-LIN | I | VICE PRESIDENT | NA | |
| KOK, KAM-LIN | I | VICE PRESIDENT | NA | |
| KOK, KAM-LIN | I | VICE PRESIDENT | NA | |
| KOK, KAM-LIN | I | VICE PRESIDENT | NA | |
| KOK, KAM-LIN | I | VICE PRESIDENT | NA | |
| KOK, KAM-LIN | I | VICE PRESIDENT | NA | |
| KOK, KAM-LIN | I | VICE PRESIDENT | NA | |
| KOK, KAM-LIN | I | VICE PRESIDENT | NA | |
| KOK, KAM-LIN | I | VICE PRESIDENT | NA | |
| KOK, KAM-LIN | I | VICE PRESIDENT | NA | |
| KOK, KAM-LIN | I | VICE PRESIDENT | NA | |
| KOK, KAM-LIN | I | VICE PRESIDENT | NA | |
| KOK, KAM-LIN | I | VICE PRESIDENT | NA | |
| KOK, KAM-LIN | I | VICE PRESIDENT | NA | |
| HILL, PAUL, BYRON | I | PRESIDENT, CCO | E | Control |
| HILL, PAUL, BYRON | I | PRESIDENT | E | Control |
| HILL, PAUL, BYRON | I | CHIEF COMPLIANCE OFFICER | E | Control |
| HILL, PAUL, BYRON | I | PRESIDENT, CCO | E | Control |
| HILL, PAUL, BYRON | I | PRESIDENT, CCO | E | Control |
| HILL, PAUL, BYRON | I | PRESIDENT | E | Control |
| HILL, PAUL, BYRON | I | PRESIDENT | E | Control |
| HILL, PAUL, BYRON | I | CHIEF COMPLIANCE OFFICER | E | Control |
| HILL, PAUL, BYRON | I | PRESIDENT | E | Control |
| HILL, PAUL, BYRON | I | CHIEF COMPLIANCE OFFICER | E | Control |
| HILL, PAUL, BYRON | I | PRESIDENT | E | Control |
| HILL, PAUL, BYRON | I | CHIEF COMPLIANCE OFFICER | E | Control |
| HILL, PAUL, BYRON | I | PRESIDENT | E | Control |
| HILL, PAUL, BYRON | I | CHIEF COMPLIANCE OFFICER | E | Control |
| HILL, PAUL, BYRON | I | CEO | E | Control |
| HILL, PAUL, BYRON | I | CHIEF COMPLIANCE OFFICER | E | Control |
| HILL, PAUL, BYRON | I | CEO, PRESIDENT | E | Control |
| HILL, PAUL, BYRON | I | CHIEF COMPLIANCE OFFICER | E | Control |
| HILL, PAUL, BYRON | I | CEO, PRESIDENT | E | Control |
| HILL, PAUL, BYRON | I | CHIEF COMPLIANCE OFFICER | E | Control |
| HILL, PAUL, BYRON | I | CEO, PRESIDENT | E | Control |
| HILL, PAUL, BYRON | I | CHIEF COMPLIANCE OFFICER | E | Control |
| HILL, PAUL, BYRON | I | CEO, PRESIDENT | E | Control |
| HILL, PAUL, BYRON | I | CHIEF COMPLIANCE OFFICER | E | Control |
| HILL, PAUL, BYRON | I | CEO, PRESIDENT | E | Control |
| HILL, PAUL, BYRON | I | CHIEF COMPLIANCE OFFICER | E | Control |
| HILL, PAUL, BYRON | I | CEO, PRESIDENT | E | Control |
| HILL, PAUL, BYRON | I | CHIEF COMPLIANCE OFFICER | E | Control |
| HILL, PAUL, BYRON | I | CEO, PRESIDENT | E | Control |
| HILL, PAUL, BYRON | I | CHIEF COMPLIANCE OFFICER | E | Control |
| HILL, PAUL, BYRON | I | CEO, PRESIDENT | E | Control |
| HILL, PAUL, BYRON | I | CHIEF COMPLIANCE OFFICER | E | Control |
| HILL, PAUL, BYRON | I | CEO, PRESIDENT | E | Control |
| HILL, PAUL, BYRON | I | CHIEF COMPLIANCE OFFICER | E | Control |
| HILL, PAUL, BYRON | I | CEO, PRESIDENT | E | Control |
| HILL, PAUL, BYRON | I | CHIEF COMPLIANCE OFFICER | E | Control |
| HILL, PAUL, BYRON | I | CEO, PRESIDENT | E | Control |
| HILL, PAUL, BYRON | I | CHIEF COMPLIANCE OFFICER | E | Control |
| HILL, PAUL, BYRON | I | CEO, PRESIDENT | E | Control |
| HILL, PAUL, BYRON | I | CHIEF COMPLIANCE OFFICER | E | Control |
| HILL, PAUL, BYRON | I | CEO, PRESIDENT | E | Control |
| HILL, PAUL, BYRON | I | CHIEF COMPLIANCE OFFICER | E | Control |
| HILL, PAUL, BYRON | I | CEO, PRESIDENT | E | Control |
| HILL, PAUL, BYRON | I | CHIEF COMPLIANCE OFFICER | E | Control |
| HILL, PAUL, BYRON | I | CEO, PRESIDENT | E | Control |
| HILL, PAUL, BYRON | I | CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 28, 2025 REGISTERED
Notice Filings (2)
NH NY
Address
1159 PITTSFORD-VICTOR RDSUITE 120
PITTSFORD, NY 14534-3827
United States
Phone: 585-218-9080