← Back to searchVisit website
PROFESSIONAL FINANCIAL ADVISORS INC
CRD 105296 · SEC 801-21205
30240 RANCHO VIEJO ROAD, SUITE A, SAN JUAN CAPISTRANO, CA, 92675-1515, United States
Phone
949 493 5900
Fax
949 493 4176
Registration
— (—)
Source
State registered
Total AUM
$23.6M
Discretionary AUM
$0
Team
2 total employees; 2 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2025-02-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 26 | $15.2M |
All web addresses on file
Official SEC filing: View on IAPD