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Personal Financial Solutions, LLC

● SEC registered since 2021CRD 129095SEC# 801-121037Manasquan, NJ
Export (members)
Reg. AUM
$136.6M
Employees
2
Accounts
382
Location
Manasquan, NJ

Personal Financial Solutions, LLC assets under management

Personal Financial Solutions, LLC is a registered investment adviser overseen by the SEC based in Manasquan, NJ. The firm has been registered since 2021. It reports $136.6 million in regulatory assets under management and employs 2 people.

Personal Financial Solutions, LLC owners & executives

2 reported
NameTitleOwnershipSince
Ellen D. Leblanc ControlMember50-75%1997
Kenneth Patrick Leblanc ControlCco50-75%1997

Frequently asked questions

How much does Personal Financial Solutions, LLC manage?

Personal Financial Solutions, LLC reports $136.6 million in regulatory assets under management on its Form ADV.

How many employees does Personal Financial Solutions, LLC have?

Personal Financial Solutions, LLC reports 2 employees.

Where is Personal Financial Solutions, LLC located?

Personal Financial Solutions, LLC is based in Manasquan, NJ and has been SEC-registered since 2021.

Does Personal Financial Solutions, LLC disclose fund performance?

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

Contact & registration

Address2517 Highway 35, Building I Suite 103, Manasquan, NJ 08736
Phone732-722-7912
Office hours9:00 a.m. To 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$136.6M
Non-discretionary$0
Total (RAUM)$136.6M