Personal Financial Management

Personal Financial Management (CRD# 108801) is a financial advisory firm headquartered in Coronado, CA. They manage $495,456,280 in 321 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1001 B Avenue, Suite 307, Coronado, CA 92118
By the Numbers
  • Total Assets Under Management
    495
    MILLION
  • Total Number of Accounts
    321
    ACCOUNTS
  • Average Account Value
    $1,543,478
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Personal Financial Management
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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