PERSONAL FINANCIAL ADVISORS, LLC
PERSONAL FINANCIAL ADVISORS, LLC of COVINGTON, LA is an SEC-registered investment adviser (CRD 118477). Regulatory assets under management: $121.6M.
Registration
- CRD: 118477
- SEC file number: 801-60845
- Type: Registered investment adviser
- Location: 100 TYLER STREET, #6, COVINGTON, LA, 70433
- Phone: (985) 898-0450
- Latest filing: 2020-11-18
- Regulatory AUM: $121.6M
- Discretionary AUM: $113.1M
- Non-discretionary AUM: $8.5M
- Clients: 5
- Accounts: 476
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| REED CAMILLE ROMERO | MEMBER | — |
| REED ROBERT JENNINGS | ELECTED MANAGER; ELECTED MANAGER, CHIEF COMPLIANCE OFFICER; MEMBER, ELECTED MANAGER, CHIEF COMPLIANCE OFFICER | — |
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