PROFESSIONAL FINANCIAL ADVISORS, LLC
CRD #173719 SEC #801-114978 NORTH PLATTE, NE 308-534-8210
SEC Registered
Total AUM
$614.1M
Discretionary
$530.6M
Employees
10
Clients
26
Accounts
2,991
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $614.1M | $530.6M | $83.5M | 10 | 30 |
| Sep 2025 | $614.1M | $530.6M | $83.5M | 10 | 30 |
| Jun 2025 | $614.1M | $530.6M | $83.5M | 10 | 30 |
| Feb 2025 | $614.1M | $530.6M | $83.5M | 10 | 30 |
| Oct 2024 | $500.3M | $428.6M | $71.7M | 7 | 30 |
| Mar 2024 | $500.3M | $428.6M | $71.7M | 7 | 30 |
| Mar 2023 | $307.3M | $247.9M | $59.4M | 7 | 102 |
| Mar 2022 | $391M | $323.4M | $67.5M | 8 | 102 |
| Mar 2022 | $391M | $323.4M | $67.5M | 8 | 102 |
| Mar 2021 | $279.7M | $269.5M | $10.2M | 9 | 102 |
| Jul 2020 | $196.8M | $196.8M | $0 | 8 | 0 |
| Jun 2020 | $196.8M | $196.8M | $0 | 8 | 0 |
| May 2020 | $196.8M | $196.8M | $0 | 8 | 0 |
| Mar 2020 | $196.8M | $196.8M | $0 | 8 | 0 |
| Oct 2019 | $143.6M | $139.6M | $4M | 8 | 0 |
| Aug 2019 | $143.6M | $139.6M | $4M | 8 | 0 |
| Aug 2019 | $143.6M | $139.6M | $4M | 8 | 0 |
| Mar 2019 | $143.6M | $139.6M | $4M | 8 | 0 |
DateNov 2025
Total AUM$614.1M
Discretionary$530.6M
Non-Disc.$83.5M
Employees10
Clients30
DateSep 2025
Total AUM$614.1M
Discretionary$530.6M
Non-Disc.$83.5M
Employees10
Clients30
DateJun 2025
Total AUM$614.1M
Discretionary$530.6M
Non-Disc.$83.5M
Employees10
Clients30
DateFeb 2025
Total AUM$614.1M
Discretionary$530.6M
Non-Disc.$83.5M
Employees10
Clients30
DateOct 2024
Total AUM$500.3M
Discretionary$428.6M
Non-Disc.$71.7M
Employees7
Clients30
DateMar 2024
Total AUM$500.3M
Discretionary$428.6M
Non-Disc.$71.7M
Employees7
Clients30
DateMar 2023
Total AUM$307.3M
Discretionary$247.9M
Non-Disc.$59.4M
Employees7
Clients102
DateMar 2022
Total AUM$391M
Discretionary$323.4M
Non-Disc.$67.5M
Employees8
Clients102
DateMar 2022
Total AUM$391M
Discretionary$323.4M
Non-Disc.$67.5M
Employees8
Clients102
DateMar 2021
Total AUM$279.7M
Discretionary$269.5M
Non-Disc.$10.2M
Employees9
Clients102
DateJul 2020
Total AUM$196.8M
Discretionary$196.8M
Non-Disc.$0
Employees8
Clients0
DateJun 2020
Total AUM$196.8M
Discretionary$196.8M
Non-Disc.$0
Employees8
Clients0
DateMay 2020
Total AUM$196.8M
Discretionary$196.8M
Non-Disc.$0
Employees8
Clients0
DateMar 2020
Total AUM$196.8M
Discretionary$196.8M
Non-Disc.$0
Employees8
Clients0
DateOct 2019
Total AUM$143.6M
Discretionary$139.6M
Non-Disc.$4M
Employees8
Clients0
DateAug 2019
Total AUM$143.6M
Discretionary$139.6M
Non-Disc.$4M
Employees8
Clients0
DateAug 2019
Total AUM$143.6M
Discretionary$139.6M
Non-Disc.$4M
Employees8
Clients0
DateMar 2019
Total AUM$143.6M
Discretionary$139.6M
Non-Disc.$4M
Employees8
Clients0