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PERSONAL FINANCIAL MANAGEMENT, INC.

Advisory

IL

Data as of Mar 27, 2026 · Source: SEC Form ADV

Rank in IL
#1,325
of 1,719 advisers by AUM
Average account
$102K
across 302 accounts
AUM per adviser
$31M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM
$31M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$31M
Discretionary AUM$31M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients108
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InIL, IN, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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