PERSONAL FINANCIAL SOLUTIONS, LLC

PERSONAL FINANCIAL SOLUTIONS, LLC of MANASQUAN, NJ is an SEC-registered investment adviser (CRD 129095). Regulatory assets under management: $155.6M.

Registration

• CRD: 129095
• SEC file number: 801-121037
• Type: Registered investment adviser
• Location: 2517 HIGHWAY 35, BUILDING I SUITE 103, MANASQUAN, NJ, 08736
• Phone: 732-722-7912
• Latest filing: 2026-04-15
• Regulatory AUM: $155.6M
• Discretionary AUM: $155.6M
• Clients: 2
• Accounts: 405

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (5)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 129095 on SEC IAPD (source of record)
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