PPrivate Fund Data Log in Join · $37/mo

Personalized Financial Solutions LLC

● SEC registered since 2025CRD 306475SEC# 801-131695Clearwater, FL
Export (members)
Reg. AUM
$109.4M
Employees
4
Accounts
443
Location
Clearwater, FL

Personalized Financial Solutions LLC assets under management

Personalized Financial Solutions LLC is a registered investment adviser overseen by the SEC based in Clearwater, FL. The firm has been registered since 2025. It reports $109.4 million in regulatory assets under management and employs 4 people.
www.pfsinvest.comView on SEC.gov ↗

Personalized Financial Solutions LLC owners & executives

1 reported
NameTitleOwnershipSince
Todd Michael Seymour ControlManaging Member, Principal And Chief Compliance OfficerOver 75%2020

Frequently asked questions

How much does Personalized Financial Solutions LLC manage?

Personalized Financial Solutions LLC reports $109.4 million in regulatory assets under management on its Form ADV.

How many employees does Personalized Financial Solutions LLC have?

Personalized Financial Solutions LLC reports 4 employees.

Where is Personalized Financial Solutions LLC located?

Personalized Financial Solutions LLC is based in Clearwater, FL and has been SEC-registered since 2025.

Does Personalized Financial Solutions LLC disclose fund performance?

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

Contact & registration

Address28163 US Highway 19 North, Suite 205, Clearwater, FL 33761
Phone727-754-4401
Fax727-205-3785
Office hoursBy Appointment
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$100.9M
Non-discretionary$8.6M
Total (RAUM)$109.4M