PPrivate Fund Data Log in Join · $37/mo

Professional Financial Strategies, Inc

● SEC registered since 2016CRD 125580SEC# 801-107130Pittsford, NY
Export (members)
Reg. AUM
$206M
Employees
4
Accounts
483
Location
Pittsford, NY

Professional Financial Strategies, Inc assets under management

Professional Financial Strategies, Inc is an SEC-registered investment adviser based in Pittsford, NY. The firm has been registered since 2016. It reports $206 million in regulatory assets under management and employs 4 people.
www.professionalfinancial.comView on SEC.gov ↗

Professional Financial Strategies, Inc owners & executives

3 reported
NameTitleOwnershipSince
Kam-Lin KokVice PresidentUnder 5%2002
Paul Byron Hill ControlChief Compliance OfficerOver 75%2004
Paul Byron Hill ControlCeo, PresidentOver 75%1993

Frequently asked questions

How much does Professional Financial Strategies, Inc manage?

Professional Financial Strategies, Inc reports $206 million in regulatory assets under management on its Form ADV.

How many employees does Professional Financial Strategies, Inc have?

Professional Financial Strategies, Inc reports 4 employees.

Where is Professional Financial Strategies, Inc located?

Professional Financial Strategies, Inc is based in Pittsford, NY and has been SEC-registered since 2016.

Does Professional Financial Strategies, Inc disclose fund performance?

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

Contact & registration

Address1159 Pittsford-Victor Rd, Suite 120, Pittsford, NY 14534-3827
Phone585-218-9080
Fax585-218-9352
Office hours9:00 a.m. To 6:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$185.9M
Non-discretionary$20.1M
Total (RAUM)$206M