PERSONAL FINANCIAL MANAGEMENT, INC.

PERSONAL FINANCIAL MANAGEMENT, INC. is an SEC-registered investment adviser (CRD 123874). Regulatory assets under management: $31.0M.

Registration

• CRD: 123874
• Type: Registered investment adviser
• Phone: 708.349.4910
• Latest filing: 2026-03-27
• Regulatory AUM: $31.0M
• Discretionary AUM: $31.0M
• Clients: 1
• Accounts: 302

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 123874 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search