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Personal Choice Financial Advisors, LLC

● SEC registered since 2021CRD 110384SEC# 801-121351Cincinnati, OH
Export (members)
Reg. AUM
$178.3M
Employees
7
Accounts
523
Location
Cincinnati, OH

Personal Choice Financial Advisors, LLC assets under management

Personal Choice Financial Advisors, LLC is an SEC-registered investment adviser based in Cincinnati, OH. The firm has been registered since 2021. It reports $178.3 million in regulatory assets under management and employs 7 people.

Personal Choice Financial Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Christopher Harold Hansen ControlMember, Chief Compliance OfficerOver 75%2002
Robert William HansenMember10-25%2022

Frequently asked questions

How much does Personal Choice Financial Advisors, LLC manage?

Personal Choice Financial Advisors, LLC reports $178.3 million in regulatory assets under management on its Form ADV.

How many employees does Personal Choice Financial Advisors, LLC have?

Personal Choice Financial Advisors, LLC reports 7 employees.

Where is Personal Choice Financial Advisors, LLC located?

Personal Choice Financial Advisors, LLC is based in Cincinnati, OH and has been SEC-registered since 2021.

Does Personal Choice Financial Advisors, LLC disclose fund performance?

Personal Choice Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4555 Lake Forest Drive, Ste 650, Cincinnati, OH 45242-3785
Phone513-588-8080
Office hours8:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$173.2M
Non-discretionary$5.1M
Total (RAUM)$178.3M