CORAL SPRINGS, FLCRD 109327Latest ADV February 11, 2026
Personal Financial Profiles Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Coral Springs, FL. Its latest Form ADV filing, dated February 11, 2026, reports $335M in regulatory assets under management, 2 employees, 1 office, and 369 accounts.
Assets Under Management
$335M
Employees
2
Offices
1 office
Total Clients
229
Primary office
CORAL SPRINGS, FL
10100 W. SAMPLE ROAD, SUITE 300, CORAL SPRINGS, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 52.0% of total clients.
Top client categories% of clientsClients
1
HNWI
52.0%
119
2
Individuals
47.6%
109
3
Pension Plans
0.4%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$335Mas of February 11, 2026
Discretionary99.6%
$334M
100% of total RAUM99.6%
Non-discretionary0.4%
$1M
0% of total RAUM0.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$335M
Total Accounts369
10Y AUM Change+$85M (+33.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee115:1
10Y Employee Change-1 (-33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.