RIA Intel›Advisers›Wisconsin›PROFESSIONAL FINANCIAL MANAGEMENT, INC.

PROFESSIONAL FINANCIAL MANAGEMENT, INC.

Advisory

APPLETON, WI

Data as of Mar 18, 2026 · Source: SEC Form ADV

Total AUM
$116M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
3
Assets Under Management
Total AUM$116M
Discretionary AUM$101M
Non-Discretionary AUM$15M
Discretionary %87.3%
Total Clients160
Team
Total Employees3
Investment Advisers5
Employee Growth (1Y)—
Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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