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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New Jersey
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 30, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LEBLANC, ELLEN, D. | I | MEMBER | D | Control |
| LEBLANC, ELLEN, D. | I | MEMBER | D | Control |
| LEBLANC, ELLEN, D. | I | MEMBER | D | Control |
| LEBLANC, ELLEN, D. | I | MEMBER | D | Control |
| LEBLANC, ELLEN, D. | I | MEMBER | D | Control |
| LEBLANC, ELLEN, D. | I | MEMBER | D | Control |
| LEBLANC, ELLEN, D. | I | MEMBER | D | Control |
| LEBLANC, ELLEN, D. | I | MEMBER | D | Control |
| LEBLANC, KENNETH, PATRICK | I | CCO | D | Control |
| LEBLANC, KENNETH, PATRICK | I | CCO | D | Control |
| LEBLANC, KENNETH, PATRICK | I | CCO | D | Control |
| LEBLANC, KENNETH, PATRICK | I | CCO | D | Control |
| LEBLANC, KENNETH, PATRICK | I | CCO | D | Control |
| LEBLANC, KENNETH, PATRICK | I | CCO | D | Control |
| LEBLANC, KENNETH, PATRICK | I | CCO | D | Control |
| LEBLANC, KENNETH, PATRICK | I | CCO | D | Control |
Registrations
Federal
IA
Mar 30, 2025 REGISTERED
Notice Filings (3)
FL NJ PA
Address
2517 HIGHWAY 35BUILDING I SUITE 103
MANASQUAN, NJ 08736
United States
Phone: 732-722-7912