PROFESSIONAL FINANCIAL MANAGEMENT, INC.
PROFESSIONAL FINANCIAL MANAGEMENT, INC. of BOZEMAN, MT is an SEC-registered investment adviser (CRD 118117). Regulatory assets under management: $304.1M.
Registration
- CRD: 118117
- SEC file number: 801-132539
- Type: Registered investment adviser
- Location: 2066 STADIUM DR, STE 101, BOZEMAN, MT, 59718
- Phone: 406-587-1604
- Latest filing: 2026-03-15
- Regulatory AUM: $304.1M
- Discretionary AUM: $298.6M
- Non-discretionary AUM: $5.5M
- Clients: 2
- Accounts: 692
Business model
Compensation: % of AUM, Hourly.
Clients served: Individuals, High net worth, Other.
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| Douglas Menzie Babcock | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
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