| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew William Crowe | Member | 10-25% | 2022 |
| Jennifer H Denner | Member | Under 5% | 2022 |
| Megan Michelle Hartman | Member | Under 5% | 2016 |
Professional Financial Solutions, LLC reports $330.4 million in regulatory assets under management on its Form ADV.
Professional Financial Solutions, LLC reports 7 employees.
Professional Financial Solutions, LLC is based in Fairfax, VA and has been SEC-registered since 2015.
Professional Financial Solutions, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 10517a West Drive, Fairfax, VA 22030-8144 |
| Phone | 703-385-0870 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
| Discretionary | $304.8M |
| Non-discretionary | $25.7M |
| Total (RAUM) | $330.4M |