THE PROFESSIONAL FINANCIAL COMPANY LLC - Financial Advisor in Utah, Orem

Tel: (801) 701-2345 384 W Center St Orem, Utah 84057

About THE PROFESSIONAL FINANCIAL COMPANY LLC

THE PROFESSIONAL FINANCIAL COMPANY LLC is a Orem, Utah based financial advisory firm with nearly $206,183,702 in assets under management and provides investment advisory services for 252 clients. There are currently 6 financial advisors at the firm.

General Information

Firm CRD#:

286419

Firm SEC#:

801-114491

Assets Under Management:

$206,183,702

No. of Clients:

252

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees

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