PROFESSIONAL FINANCIAL ADVISORS INC
PROFESSIONAL FINANCIAL ADVISORS INC of SAN JUAN CAPISTRANO, CA is an SEC-registered investment adviser (CRD 105296). Regulatory assets under management: $23.6M.
Registration
- CRD: 105296
- SEC file number: 801-21205
- Type: Registered investment adviser
- Location: 30240 RANCHO VIEJO ROAD, SAN JUAN CAPISTRANO, CA, 92675-1515
- Phone: 949 493 5900
- Latest filing: 2025-02-21
- Regulatory AUM: $23.6M
- Non-discretionary AUM: $23.6M
- Clients: 2
- Accounts: 30
Business model
Compensation: % of AUM, Hourly.
Clients served: Individuals, High net worth.
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| MANN CHARLES C | PRESIDENT; PRESIDENT AND CHIEF COMPLIANCE MANAGER; PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
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