# PERSONAL FINANCIAL PROFILES INC

PERSONAL FINANCIAL PROFILES INC of CORAL SPRINGS, FL is an SEC-registered investment adviser.

## Registration

- CRD: 109327
- Type: SEC-registered investment adviser
- SEC file number: 801-78068
- Location: 10100 W. SAMPLE ROAD, SUITE 300, CORAL SPRINGS, FL, 33065
- Phone: 954-755-8647
- Latest filing: 2026-02-11
- Regulatory AUM: $335.3M
- Discretionary AUM: $333.9M
- Non-discretionary AUM: $1.4M
- Clients: 2
- Accounts: 369

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (5)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/109327/brochure
- Similar advisers: https://search.stillhousedata.com/firm/109327/similar
- Related entities: https://search.stillhousedata.com/firm/109327/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/109327

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.