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Professional Financial Management, Inc.

● SEC registered since 2025CRD 118117SEC# 801-132539Bozeman, MT
Export (members)
Reg. AUM
$265.3M
Employees
2
Accounts
655
Location
Bozeman, MT

Professional Financial Management, Inc. assets under management

Professional Financial Management, Inc. is an investment advisory firm registered with the SEC based in Bozeman, MT. The firm has been registered since 2025. It reports $265.3 million in regulatory assets under management and employs 2 people.
www.linkedin.com/company/professional-financial-management-incView on SEC.gov ↗

Professional Financial Management, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Douglas Menzie Babcock ControlPresident/Chief Compliance OfficerOver 75%2010

Frequently asked questions

How much does Professional Financial Management, Inc. manage?

Professional Financial Management, Inc. reports $265.3 million in regulatory assets under management on its Form ADV.

How many employees does Professional Financial Management, Inc. have?

Professional Financial Management, Inc. reports 2 employees.

Where is Professional Financial Management, Inc. located?

Professional Financial Management, Inc. is based in Bozeman, MT and has been SEC-registered since 2025.

Does Professional Financial Management, Inc. disclose fund performance?

Professional Financial Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address945 Technology Blvd, Ste 102, Bozeman, MT 59718
Phone406-587-1604
Fax406-586-8333
Office hours9a.m. - 5p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$260.4M
Non-discretionary$4.8M
Total (RAUM)$265.3M