PROFESSIONAL FINANCIAL MANAGEMENT, INC.
CRD #154016 SEC #801-135207 APPLETON, WI 920-687-2600
SEC Registered
Total AUM
$103.2M
Discretionary
$90M
Employees
5
Clients
101
Accounts
648
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $103.2M | $90M | $13.2M | 5 | 171 |
DateDec 2025
Total AUM$103.2M
Discretionary$90M
Non-Disc.$13.2M
Employees5
Clients171