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Professional Financial
Professional Financial is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 125580, SEC file 801-107130), with its main...
Overview
Professional Financial is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 125580, SEC file 801-107130), with its main office in Pittsford, New York. Its Form ADV filed on 14 April 2026 reports $225.8M in regulatory assets under management across 450 accounts.
General information
Firm type
Registered Investment Adviser
AUM
$225.8M regulatory AUM (Form ADV, April 2026)
Location
Region
North America
Country
United States
City
Pittsford
Corporate office
Pittsford, NY, United States
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