# MYFINANCIALPRO

MYFINANCIALPRO is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **Website:** myfinancialpro.com
- **LinkedIn:** https://www.linkedin.com/company/3031555

## Regulatory record

- **CRD number:** 136724
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/136724

## Questions

### Does MYFINANCIALPRO manage money for institutions or only individuals?

There is no indication MYFINANCIALPRO serves institutional clients. Its service descriptions—tax preparation, retirement planning, and portfolio management for individuals—point exclusively to a retail client base of households and possibly small business owners. No pension fund, endowment, or corporate client relationships are known.

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- [Thurston Hall Investment Research](https://altss.com/profile/thurston-hall-investment-research-llc)
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Last updated: 2026-07-06T01:19:57.766Z

Canonical page: https://altss.com/profile/myfinancialpro-llc

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