THE PROFESSIONAL FINANCIAL COMPANY LLC
CRD #286419 SEC #801-114491 OREM, UT (801) 701-2345
SEC Registered
Total AUM
$361.1M
Discretionary
$232.1M
Employees
6
Clients
251
Accounts
535
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $361.1M | $232.1M | $129M | 6 | 0 |
| Jun 2024 | $206.2M | $206.2M | $0 | 6 | 1 |
| Mar 2024 | $206.2M | $206.2M | $0 | 6 | 1 |
| Oct 2023 | $265.3M | $177.2M | $88.1M | 5 | 0 |
| Mar 2023 | $265.3M | $177.2M | $88.1M | 5 | 0 |
| Mar 2022 | $197.3M | $197.3M | $0 | 3 | 1 |
| Mar 2021 | $187.2M | $91.5M | $95.7M | 5 | 0 |
| Jul 2020 | $131M | $59.3M | $71.7M | 4 | 0 |
| Jun 2020 | $131M | $59.3M | $71.7M | 4 | 0 |
| Mar 2020 | $131M | $59.3M | $71.7M | 4 | 0 |
| Aug 2019 | $118M | $56M | $62M | 3 | 0 |
| Jun 2019 | $118M | $56M | $62M | 2 | 0 |
| Mar 2019 | $118M | $56M | $62M | 2 | 0 |
| Mar 2019 | $118M | $56M | $62M | 2 | 0 |
| Mar 2019 | $118M | $56M | $62M | 2 | 0 |
| Feb 2019 | $101M | $39.2M | $61.9M | 2 | 0 |
| Dec 2018 | $101M | $39.2M | $61.9M | 2 | 0 |
| Dec 2018 | $101M | $39.2M | $61.9M | 2 | 0 |
| Nov 2018 | $101M | $39.2M | $61.9M | 1 | 0 |
DateMar 2025
Total AUM$361.1M
Discretionary$232.1M
Non-Disc.$129M
Employees6
Clients0
DateJun 2024
Total AUM$206.2M
Discretionary$206.2M
Non-Disc.$0
Employees6
Clients1
DateMar 2024
Total AUM$206.2M
Discretionary$206.2M
Non-Disc.$0
Employees6
Clients1
DateOct 2023
Total AUM$265.3M
Discretionary$177.2M
Non-Disc.$88.1M
Employees5
Clients0
DateMar 2023
Total AUM$265.3M
Discretionary$177.2M
Non-Disc.$88.1M
Employees5
Clients0
DateMar 2022
Total AUM$197.3M
Discretionary$197.3M
Non-Disc.$0
Employees3
Clients1
DateMar 2021
Total AUM$187.2M
Discretionary$91.5M
Non-Disc.$95.7M
Employees5
Clients0
DateJul 2020
Total AUM$131M
Discretionary$59.3M
Non-Disc.$71.7M
Employees4
Clients0
DateJun 2020
Total AUM$131M
Discretionary$59.3M
Non-Disc.$71.7M
Employees4
Clients0
DateMar 2020
Total AUM$131M
Discretionary$59.3M
Non-Disc.$71.7M
Employees4
Clients0
DateAug 2019
Total AUM$118M
Discretionary$56M
Non-Disc.$62M
Employees3
Clients0
DateJun 2019
Total AUM$118M
Discretionary$56M
Non-Disc.$62M
Employees2
Clients0
DateMar 2019
Total AUM$118M
Discretionary$56M
Non-Disc.$62M
Employees2
Clients0
DateMar 2019
Total AUM$118M
Discretionary$56M
Non-Disc.$62M
Employees2
Clients0
DateMar 2019
Total AUM$118M
Discretionary$56M
Non-Disc.$62M
Employees2
Clients0
DateFeb 2019
Total AUM$101M
Discretionary$39.2M
Non-Disc.$61.9M
Employees2
Clients0
DateDec 2018
Total AUM$101M
Discretionary$39.2M
Non-Disc.$61.9M
Employees2
Clients0
DateDec 2018
Total AUM$101M
Discretionary$39.2M
Non-Disc.$61.9M
Employees2
Clients0
DateNov 2018
Total AUM$101M
Discretionary$39.2M
Non-Disc.$61.9M
Employees1
Clients0