Professional Financial Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Bozeman, MT. Its latest Form ADV filing, dated March 15, 2026, reports $304M in regulatory assets under management, 2 employees, and 692 accounts.
Assets Under Management
$304M
Employees
2
Offices
--
Total Clients
163
Primary office
BOZEMAN, MT
2066 STADIUM DR, STE 101, BOZEMAN, MT, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 50.9% of total clients.
Top client categories% of clientsClients
1
HNWI
50.9%
83
2
Individuals
49.1%
80
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$304Mas of March 15, 2026
Discretionary98.2%
$299M
98% of total RAUM98.2%
Non-discretionary1.8%
$6M
2% of total RAUM1.8%
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$304M
Total Accounts692
10Y AUM Change+$39M (+14.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee82:1
10Y Employee Change0 (0.0%)
* 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.