# PROFESSIONAL FINANCIAL MANAGEMENT, INC.

PROFESSIONAL FINANCIAL MANAGEMENT, INC. of BOZEMAN, MT is an SEC-registered investment adviser.

## Registration

- CRD: 118117
- Type: SEC-registered investment adviser
- SEC file number: 801-132539
- 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/118117/brochure
- Similar advisers: https://search.stillhousedata.com/firm/118117/similar
- Related entities: https://search.stillhousedata.com/firm/118117/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/118117

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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.