Allocator Index · CRD 118117

PROFESSIONAL FINANCIAL MANAGEMENT, INC.

Bozeman, MT · 406-587-1604 · linkedin.com/company/professional-financial-management-inc/

SEC IAPD record ↗

Fit score

46

aum $250M-$3.0B+22
hnw>=75+16
hnw_majority+8

HNW clients

83

Other individuals

80

HNW assets

$254.6M

Total AUM

$304.1M

Employees

2

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

None reported.