# Professional Financial

Professional Financial is a Registered Investment Adviser based in Pittsford, United States.

## Overview

- **Organization type:** Registered Investment Adviser
- **Headquarters:** Pittsford, United States
- **Region:** North America
- **Address:** Pittsford, NY, United States
- **Assets under management:** $225.8M regulatory AUM (Form ADV, April 2026)

## Regulatory record

- **CRD number:** 125580
- **SEC file number:** 801-107130
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-04-14
- **Reports private funds:** No

## About

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.

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Updated: 2026-10-15T01:26:50.120Z

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