RIA Intel›Advisers›New York›PROFESSIONAL FINANCIAL STRATEGIES, INC

PROFESSIONAL FINANCIAL STRATEGIES, INC

Advisory

N·PITTSFORD, NY

Data as of Apr 14, 2026 · Source: SEC Form ADV

Total AUM
$226M
1-Year AUM Growth
+7.5%
3-Year CAGR
+0.4%
Employees
3
Assets Under Management
Total AUM$226M
Discretionary AUM$211M
Non-Discretionary AUM$15M
Discretionary %93.3%
Total Clients97
Team
Total Employees3
Investment Advisers4
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record26
First FilingDec 20, 2003
Latest FilingApr 14, 2026
🔒 Full AUM trend chart and 26 historical filings spanning 23+ years
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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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