BLOOMINGTON, MNCRD 172054Latest ADV March 20, 2026
Psc Financial LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bloomington, MN. Its latest Form ADV filing, dated March 20, 2026, reports $135M in regulatory assets under management, 3 employees, and 228 accounts.
Assets Under Management
$135M
Employees
3
Offices
--
Total Clients
111
Primary office
BLOOMINGTON, MN
7900 INTERNATIONAL DRIVE, SUITE 1075, BLOOMINGTON, MN, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 64.9% of total clients.
Top client categories% of clientsClients
1
Individuals
64.9%
72
2
HNWI
32.4%
36
3
Charitable
2.7%
3
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$135Mas of March 20, 2026
Discretionary100.0%
$135M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$135M
Total Accounts228
10Y AUM Change+$18M (+15.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee37:1
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.