# Personal Financial Management

Personal Financial Management is a Bank / Wealth / Trust based in Coronado, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Coronado, United States
- **Region:** North America
- **Address:** Coronado, CA, United States
- **Founded:** 1992
- **Assets under management:** Undisclosed
- **Website:** https://personalfinancialgroup.com
- **LinkedIn:** https://www.linkedin.com/company/pfgkc

## Regulatory record

- **CRD number:** 108801
- **SEC file number:** 801-42879
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/108801

## About

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.

## 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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- [Persepolis Foundation](https://altss.com/profile/persepolis-foundation)
- [Personal Financial Solutions](https://altss.com/profile/personal-financial-solutions)

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Last updated: 2026-06-03T20:00:00.000Z

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