PERSONAL FINANCIAL SOLUTIONS, LLC
CRD #129095 SEC #801-121037 MANASQUAN, NJ 732-722-7912
SEC Registered
Total AUM
$136.6M
Discretionary
$136.6M
Employees
2
Clients
51
Accounts
382
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $136.6M | $136.6M | $0 | 2 | 0 |
| Mar 2024 | $124.6M | $124.6M | $0 | 2 | 0 |
| Mar 2023 | $103.4M | $103.4M | $0 | 2 | 0 |
| Mar 2022 | $133.3M | $133.3M | $0 | 2 | 0 |
| Apr 2021 | $111.9M | $111.9M | $0 | 2 | 0 |
| Apr 2021 | $111.9M | $111.9M | $0 | 2 | 0 |
| Mar 2021 | $111.9M | $111.9M | $0 | 2 | 0 |
DateMar 2025
Total AUM$136.6M
Discretionary$136.6M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$124.6M
Discretionary$124.6M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$103.4M
Discretionary$103.4M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$133.3M
Discretionary$133.3M
Non-Disc.$0
Employees2
Clients0
DateApr 2021
Total AUM$111.9M
Discretionary$111.9M
Non-Disc.$0
Employees2
Clients0
DateApr 2021
Total AUM$111.9M
Discretionary$111.9M
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$111.9M
Discretionary$111.9M
Non-Disc.$0
Employees2
Clients0