PROFESSIONAL FINANCIAL SERVICES, INC.
CRD #269937 SEC #801-101514 SIOUX FALLS, SD 605-338-9191
SEC Registered
Total AUM
$190.4M
Discretionary
$190.4M
Employees
2
Clients
1
Accounts
625
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2022 | $190.4M | $190.4M | $0 | 2 | 0 |
| Feb 2022 | $190.4M | $190.4M | $0 | 2 | 0 |
| Jan 2022 | $190.4M | $190.4M | $0 | 2 | 0 |
| Sep 2021 | $182.5M | $171.8M | $10.7M | 2 | 0 |
| Mar 2021 | $182.5M | $171.8M | $10.7M | 2 | 0 |
| Jan 2021 | $182.5M | $171.8M | $10.7M | 2 | 0 |
| May 2020 | $154M | $154M | $0 | 2 | 0 |
| Feb 2020 | $154M | $154M | $0 | 2 | 0 |
| Jul 2019 | $119.4M | $119.4M | $0 | 3 | 0 |
| Jan 2019 | $119.4M | $119.4M | $0 | 3 | 0 |
| Dec 2018 | $127.1M | $118.4M | $8.7M | 3 | 0 |
| Aug 2018 | $127.1M | $118.4M | $8.7M | 3 | 0 |
| Mar 2018 | $127.1M | $118.4M | $8.7M | 3 | 0 |
| Feb 2017 | $112.4M | $105M | $7.4M | 3 | 302 |
| Feb 2016 | $106.2M | $90.5M | $15.7M | 3 | 314 |
| Nov 2015 | $106.2M | $90.5M | $15.7M | 3 | 0 |
| Jul 2015 | $0 | $0 | $0 | 3 | 0 |
| Jul 2015 | $0 | $0 | $0 | 3 | 0 |
DateSep 2022
Total AUM$190.4M
Discretionary$190.4M
Non-Disc.$0
Employees2
Clients0
DateFeb 2022
Total AUM$190.4M
Discretionary$190.4M
Non-Disc.$0
Employees2
Clients0
DateJan 2022
Total AUM$190.4M
Discretionary$190.4M
Non-Disc.$0
Employees2
Clients0
DateSep 2021
Total AUM$182.5M
Discretionary$171.8M
Non-Disc.$10.7M
Employees2
Clients0
DateMar 2021
Total AUM$182.5M
Discretionary$171.8M
Non-Disc.$10.7M
Employees2
Clients0
DateJan 2021
Total AUM$182.5M
Discretionary$171.8M
Non-Disc.$10.7M
Employees2
Clients0
DateMay 2020
Total AUM$154M
Discretionary$154M
Non-Disc.$0
Employees2
Clients0
DateFeb 2020
Total AUM$154M
Discretionary$154M
Non-Disc.$0
Employees2
Clients0
DateJul 2019
Total AUM$119.4M
Discretionary$119.4M
Non-Disc.$0
Employees3
Clients0
DateJan 2019
Total AUM$119.4M
Discretionary$119.4M
Non-Disc.$0
Employees3
Clients0
DateDec 2018
Total AUM$127.1M
Discretionary$118.4M
Non-Disc.$8.7M
Employees3
Clients0
DateAug 2018
Total AUM$127.1M
Discretionary$118.4M
Non-Disc.$8.7M
Employees3
Clients0
DateMar 2018
Total AUM$127.1M
Discretionary$118.4M
Non-Disc.$8.7M
Employees3
Clients0
DateFeb 2017
Total AUM$112.4M
Discretionary$105M
Non-Disc.$7.4M
Employees3
Clients302
DateFeb 2016
Total AUM$106.2M
Discretionary$90.5M
Non-Disc.$15.7M
Employees3
Clients314
DateNov 2015
Total AUM$106.2M
Discretionary$90.5M
Non-Disc.$15.7M
Employees3
Clients0
DateJul 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJul 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0