RIA Intel›Advisers›Virginia›PROFESSIONAL FINANCIAL SOLUTIONS, LLC

PROFESSIONAL FINANCIAL SOLUTIONS, LLC

Advisory

N·FAIRFAX, VA

Data as of Feb 6, 2026 · Source: SEC Form ADV

Total AUM
$410M
1-Year AUM Growth
+25.1%
3-Year CAGR
+12.3%
Employees
6
Assets Under Management
Total AUM$410M
Discretionary AUM$387M
Non-Discretionary AUM$22M
Discretionary %94.6%
Total Clients272
Team
Total Employees6
Investment Advisers8
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record40
First FilingMar 7, 2005
Latest FilingFeb 6, 2026
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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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