PERSONAL FINANCIAL PROFILES INC of CORAL SPRINGS, FL is an SEC-registered investment adviser (CRD 109327). Regulatory assets under management: $335.3M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles.
| Name | Role | Location |
|---|---|---|
| Frank Thomas Pugliese | CHAIRMAN-EMERITUS | — |
| David Michael Maggio | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| PUGLIESE FRANK THOMAS | CHAIRMAN-EMERITUS; CHIEF COMPLIANCE OFFICER; PRESIDENT (+1 more) | — |
| JANKELUNAS DANIEL THOMAS | VICE-PRESIDENT | — |
| MAGGIO DAVID MICHAEL | EXECUTIVE VICE PRESIDENT; PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |