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Personal Financial Management
Personal Financial Management is an SEC-registered investment adviser in Coronado, CA, established in 1992. The firm manages $505 million in assets, with...
Overview
Personal Financial Management is an SEC-registered investment adviser in Coronado, CA, established in 1992. The firm manages $505 million in assets, with $359 million on discretionary basis. It has 2 employees and 2 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
1992
Location
Region
North America
Country
United States
City
Coronado
Corporate office
Coronado, CA, United States
Frequently asked questions
Who makes investment decisions at the firm?
No named executives, portfolio managers, or investment committee members have been identified through public records. The firm has not published a leadership team roster, and no investment professionals associated with the entity have been cited in financial media.
Does the firm manage institutional capital or only private wealth?
There is no publicly available evidence of institutional mandates, pension fund relationships, or endowment allocations directed to Personal Financial Management. The firm's classification points toward a private-wealth client base, though the absence of disclosures makes the client composition impossible to confirm.
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