Active
PERSONAL FINANCIAL PROFILES INC
Investment Advice|CORAL SPRINGS, FL
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$293.9M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 292.8M |
| Non-Discretionary | 1.1M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 109327 |
| SEC Number | 801-78068 |
| Street Address | 10100 W. SAMPLE ROAD |
| Street Address 2 | SUITE 201 |
| Location | CORAL SPRINGS, FL 33065 |
| Country | United States |
| Phone | 954-755-8647 |
| Fax | 954-755-6863 |
| Total Employees | 2 |
Client Count by Type (218 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 119 |
| High Net Worth Individual… | 98 |
| Pension/Profit Sharing Pl… | 1 |
Community Partners
CITY OF COCONUT CREEK
CITY OF COOPER CITY
CITY OF CORAL SPRINGS
CITY OF DANIA BEACH
CITY OF DEERFIELD BEACH
CITY OF DORAL
CITY OF HALLANDALE BEACH
CITY OF HOLLYWOOD
CITY OF LAUDERDALE LAKES
CITY OF LAUDERHILL
CITY OF LIGHTHOUSE POINT
CITY OF MARGATE
CITY OF MIRAMAR
CITY OF NORTH LAUDERDALE
CITY OF PARKLAND
CITY OF PEMBROKE PINES
CITY OF PLANTATION
CITY OF POMPANO BEACH
CITY OF SWEETWATER
CITY OF TAMARAC
CITY OF COCONUT CREEK
CITY OF COOPER CITY
CITY OF CORAL SPRINGS
CITY OF DANIA BEACH
CITY OF DEERFIELD BEACH
CITY OF DORAL
CITY OF HALLANDALE BEACH
CITY OF HOLLYWOOD
CITY OF LAUDERDALE LAKES
CITY OF LAUDERHILL
CITY OF LIGHTHOUSE POINT
CITY OF MARGATE
CITY OF MIRAMAR
CITY OF NORTH LAUDERDALE
CITY OF PARKLAND
CITY OF PEMBROKE PINES
CITY OF PLANTATION
CITY OF POMPANO BEACH
CITY OF SWEETWATER
CITY OF TAMARAC
CITY OF COCONUT CREEK
CITY OF COOPER CITY
CITY OF CORAL SPRINGS
CITY OF DANIA BEACH
CITY OF DEERFIELD BEACH
CITY OF DORAL
CITY OF HALLANDALE BEACH
CITY OF HOLLYWOOD
CITY OF LAUDERDALE LAKES
CITY OF LAUDERHILL
CITY OF LIGHTHOUSE POINT
CITY OF MARGATE
CITY OF MIRAMAR
CITY OF NORTH LAUDERDALE
CITY OF PARKLAND
CITY OF PEMBROKE PINES
CITY OF PLANTATION
CITY OF POMPANO BEACH
CITY OF SWEETWATER
CITY OF TAMARAC
Municipal Government
31 Active
31
Organizations
ACADEMICAL VILLAGE COMMUNITY DEVELOPMENT DISTRICT
BAHIA MAR COMMUNITY DEVELOPMENT DISTRICT
BELMONT LAKES COMMUNITY DEVELOPMENT DISTRICT
BOARD OF COUNTY COMMISSIONERS
BOTANIKO COMMUNITY DEVELOPMENT DISTRICT
BROWARD COUNTY CHILDRENS SERVICES COUNCIL
BROWARD COUNTY EDUCATIONAL FACILITIES AUTHORITY
BROWARD COUNTY HOUSING AUTHORITY
BROWARD COUNTY WATER CONTROL DISTRICT 3
BROWARD COUNTY WATER CONTROL DISTRICT 4
BROWARD SOIL AND WATER CONSERVATION DISTRICT
CENTRAL BROWARD WATER CONTROL DISTRICT
CHILDREN'S SERVICES COUNCIL OF BROWARD COUNTY
CITY OF LAUDERHILL COMMUNITY REDEVELOPMENT AGENCY CRA
CORAL BAY COMMUNITY DEVELOPMENT DISTRICT
CORAL SPRINGS IMPROVEMENT DISTRICT
CYPRESS COVE COMMUNITY DEVELOPMENT DISTRICT
DANIA BEACH HOUSING AUTHORITY
DAVIE FIRE RESCUE
DEERFIELD BEACH HOUSING AUTHORITY
ACADEMICAL VILLAGE COMMUNITY DEVELOPMENT DISTRICT
BAHIA MAR COMMUNITY DEVELOPMENT DISTRICT
BELMONT LAKES COMMUNITY DEVELOPMENT DISTRICT
BOARD OF COUNTY COMMISSIONERS
BOTANIKO COMMUNITY DEVELOPMENT DISTRICT
BROWARD COUNTY CHILDRENS SERVICES COUNCIL
BROWARD COUNTY EDUCATIONAL FACILITIES AUTHORITY
BROWARD COUNTY HOUSING AUTHORITY
BROWARD COUNTY WATER CONTROL DISTRICT 3
BROWARD COUNTY WATER CONTROL DISTRICT 4
BROWARD SOIL AND WATER CONSERVATION DISTRICT
CENTRAL BROWARD WATER CONTROL DISTRICT
CHILDREN'S SERVICES COUNCIL OF BROWARD COUNTY
CITY OF LAUDERHILL COMMUNITY REDEVELOPMENT AGENCY CRA
CORAL BAY COMMUNITY DEVELOPMENT DISTRICT
CORAL SPRINGS IMPROVEMENT DISTRICT
CYPRESS COVE COMMUNITY DEVELOPMENT DISTRICT
DANIA BEACH HOUSING AUTHORITY
DAVIE FIRE RESCUE
DEERFIELD BEACH HOUSING AUTHORITY
ACADEMICAL VILLAGE COMMUNITY DEVELOPMENT DISTRICT
BAHIA MAR COMMUNITY DEVELOPMENT DISTRICT
BELMONT LAKES COMMUNITY DEVELOPMENT DISTRICT
BOARD OF COUNTY COMMISSIONERS
BOTANIKO COMMUNITY DEVELOPMENT DISTRICT
BROWARD COUNTY CHILDRENS SERVICES COUNCIL
BROWARD COUNTY EDUCATIONAL FACILITIES AUTHORITY
BROWARD COUNTY HOUSING AUTHORITY
BROWARD COUNTY WATER CONTROL DISTRICT 3
BROWARD COUNTY WATER CONTROL DISTRICT 4
BROWARD SOIL AND WATER CONSERVATION DISTRICT
CENTRAL BROWARD WATER CONTROL DISTRICT
CHILDREN'S SERVICES COUNCIL OF BROWARD COUNTY
CITY OF LAUDERHILL COMMUNITY REDEVELOPMENT AGENCY CRA
CORAL BAY COMMUNITY DEVELOPMENT DISTRICT
CORAL SPRINGS IMPROVEMENT DISTRICT
CYPRESS COVE COMMUNITY DEVELOPMENT DISTRICT
DANIA BEACH HOUSING AUTHORITY
DAVIE FIRE RESCUE
DEERFIELD BEACH HOUSING AUTHORITY
Special District
60 Active
60
Organizations
BROWARD COUNTY SCHOOL DISTRICT
DOWNTOWN DORAL CHARTER ELEMENTARY SCHOOL, INC
DR MICHAEL M KROP SENIOR HIGH
G HOLMES BRADDOCK SENIOR HIGH SCHOOL - NAVY - JROTC
J.P. TARAVELLA HIGH SCHOOL
LINDSEY HOPKINS TECHNICAL COLLEGE
MIAMI DADE COLLEGE
THE CHARTER SCHOOL OF EXCELLENCE, INC
BROWARD COUNTY SCHOOL DISTRICT
DOWNTOWN DORAL CHARTER ELEMENTARY SCHOOL, INC
DR MICHAEL M KROP SENIOR HIGH
G HOLMES BRADDOCK SENIOR HIGH SCHOOL - NAVY - JROTC
J.P. TARAVELLA HIGH SCHOOL
LINDSEY HOPKINS TECHNICAL COLLEGE
MIAMI DADE COLLEGE
THE CHARTER SCHOOL OF EXCELLENCE, INC
BROWARD COUNTY SCHOOL DISTRICT
DOWNTOWN DORAL CHARTER ELEMENTARY SCHOOL, INC
DR MICHAEL M KROP SENIOR HIGH
G HOLMES BRADDOCK SENIOR HIGH SCHOOL - NAVY - JROTC
J.P. TARAVELLA HIGH SCHOOL
LINDSEY HOPKINS TECHNICAL COLLEGE
MIAMI DADE COLLEGE
THE CHARTER SCHOOL OF EXCELLENCE, INC
School District
8 Active
8
Organizations
100 PEOPLE PROJECT
101 CLUB INC
123 Credit Counselors Inc
123 SAVE A HOME
1650 SWIM FOUNDATION INC
16PLUSVOTE INC
1789 FOUNDATION INC
1814 BRICKELL PARK IMPROVEMENT INC
1EARTH INSTITUTE INC
1HTC INC
1HUMANKIND INCORPORATED
1MIAMI INC
1 OCEAN FUND INC
1ST CHURCH OF GOD LIGHT ON THE HILL
2020VISTA INC
21 AIR PILOTS ASSOCIATION
21ST CENTURY ENRICHMENT CENTER INC
21 WITH GUIDANCE INC
247 MINISTRIES INC
24 KOHM INC
100 PEOPLE PROJECT
101 CLUB INC
123 Credit Counselors Inc
123 SAVE A HOME
1650 SWIM FOUNDATION INC
16PLUSVOTE INC
1789 FOUNDATION INC
1814 BRICKELL PARK IMPROVEMENT INC
1EARTH INSTITUTE INC
1HTC INC
1HUMANKIND INCORPORATED
1MIAMI INC
1 OCEAN FUND INC
1ST CHURCH OF GOD LIGHT ON THE HILL
2020VISTA INC
21 AIR PILOTS ASSOCIATION
21ST CENTURY ENRICHMENT CENTER INC
21 WITH GUIDANCE INC
247 MINISTRIES INC
24 KOHM INC
100 PEOPLE PROJECT
101 CLUB INC
123 Credit Counselors Inc
123 SAVE A HOME
1650 SWIM FOUNDATION INC
16PLUSVOTE INC
1789 FOUNDATION INC
1814 BRICKELL PARK IMPROVEMENT INC
1EARTH INSTITUTE INC
1HTC INC
1HUMANKIND INCORPORATED
1MIAMI INC
1 OCEAN FUND INC
1ST CHURCH OF GOD LIGHT ON THE HILL
2020VISTA INC
21 AIR PILOTS ASSOCIATION
21ST CENTURY ENRICHMENT CENTER INC
21 WITH GUIDANCE INC
247 MINISTRIES INC
24 KOHM INC
Nonprofit Organization
12727 Active
12727
Organizations
Community Partners139 organizations
CITY OF COCONUT CREEK
Municipal Government·COCONUT CREEK
CITY OF COOPER CITY
Municipal Government·COOPER CITY
CITY OF DORAL
Municipal Government·MIAMI
CITY OF HALLANDALE BEACH
Municipal Government·HALLANDALE BEACH
CITY OF LAUDERDALE LAKES
Municipal Government·LAUDERDALE LAKES
CITY OF LIGHTHOUSE POINT
Municipal Government·LIGHTHOUSE POINT
CITY OF MARGATE
Municipal Government·MARGATE
CITY OF MIRAMAR
Municipal Government·MIRAMAR
CITY OF NORTH LAUDERDALE
Municipal Government·NORTH LAUDERDALE
CITY OF PARKLAND
Municipal Government·PARKLAND
CITY OF PEMBROKE PINES
Municipal Government·PEMBROKE PINES
CITY OF PLANTATION
Municipal Government·PLANTATION
CITY OF POMPANO BEACH
Municipal Government·POMPANO BEACH
CITY OF SWEETWATER
Municipal Government·MIAMI
CITY OF TAMARAC
Municipal Government·TAMARAC
CITY OF WEST PARK
Municipal Government·WEST PARK
TOWN OF PEMBROKE PARK
Municipal Government·HOLLYWOOD
VILLAGE OF LAZY LAKE
Municipal Government·LAZY LAKE
VILLAGE OF SEA RANCH LAKES
Municipal Government·SEA RANCH LAKES
BAHIA MAR COMMUNITY DEVELOPMENT DISTRICT
Special District·FORT LAUDERDALE
BELMONT LAKES COMMUNITY DEVELOPMENT DISTRICT
Special District·FORT LAUDERDALE
BOARD OF COUNTY COMMISSIONERS
Special District·FORT LAUDERDALE
BROWARD COUNTY EDUCATIONAL FACILITIES AUTHORITY
Special District·FT LAUDERDALE
BROWARD COUNTY HOUSING AUTHORITY
Special District·LAUDERDALE LAKES
BROWARD COUNTY WATER CONTROL DISTRICT 3
Special District·POMPANO BEACH
BROWARD COUNTY WATER CONTROL DISTRICT 4
Special District·POMPANO BEACH
BROWARD SOIL AND WATER CONSERVATION DISTRICT
Special District·MARGATE
CHILDREN'S SERVICES COUNCIL OF BROWARD COUNTY
Special District·TAMARAC
CITY OF LAUDERHILL COMMUNITY REDEVELOPMENT AGENCY CRA
Special District·LAUDERHILL
CORAL BAY COMMUNITY DEVELOPMENT DISTRICT
Special District·FORT LAUDERDALE
CORAL SPRINGS IMPROVEMENT DISTRICT
Special District·CORAL SPRINGS
CYPRESS COVE COMMUNITY DEVELOPMENT DISTRICT
Special District·MIAMI
DANIA BEACH HOUSING AUTHORITY
Special District·DANIA
DAVIE FIRE RESCUE
Special District·DAVIE
DEERFIELD BEACH HOUSING AUTHORITY
Special District·DEERFIELD BEACH
GRIFFIN LAKES COMMUNITY DEVELOPMENT DISTRICT
Special District·CORAL SPRINGS
HILLSBORO INLET DISTRICT
Special District·FORT LAUDERDALE
HOUSING AUTH.OF FT.LAUDERDALE
Special District·FORT LAUDERDALE
HOUSING FINANCE AUTHORITY OF BROWARD COUNTY, FLORIDA
Special District·FORT LAUDERDALE
MAPLE RIDGE COMMUNITY DEVELOPMENT DISTRICT
Special District·CORAL SPRINGS
MEADOW PINES COMMUNITY DEVELOPMENT DISTRICT
Special District·PALM BEACH GARDENS
MERRICK SQUARE COMMUNITY DEVELOPMENT DISTRICT
Special District·BOCA RATON
MONTERRA COMMUNITY DEVELOPMENT DISTRICT
Special District·FORT LAUDERDALE
NORTH SPRINGS IMPROVEMENT DISTRICT
Special District·CORAL SPRINGS
OAKRIDGE COMMUNITY DEVELOPMENT DISTRICT
Special District·FORT LAUDERDALE
OLD PLANTATION WATER CONTROL DISTRICT
Special District·PLANTATION
ORCHID GROVE COMMUNITY DEVELOPMENT DISTRICT
Special District·SUNRISE
PALM AIRE SPECIAL RECREATION TAX DISTRICT
Special District·POMPANO BEACH
PEMBROKE HARBOR COMMUNITY DEVELOPMENT DIST
Special District·DAVIE
SOLTERRA COMMUNITY DEVELOPMENT DISTRICT
Special District·FORT LAUDERDALE
SOUTH FLORIDA REGIONAL PLANNING
Special District·HOLLYWOOD
DOWNTOWN DORAL CHARTER ELEMENTARY SCHOOL, INC
School District·MIAMI
DR MICHAEL M KROP SENIOR HIGH
School District·MIAMI
G HOLMES BRADDOCK SENIOR HIGH SCHOOL - NAVY - JROTC
School District·MIAMI
J.P. TARAVELLA HIGH SCHOOL
School District·CORAL SPRINGS
LINDSEY HOPKINS TECHNICAL COLLEGE
School District·MIAMI
THE CHARTER SCHOOL OF EXCELLENCE, INC
School District·HOLLYWOOD
100 PEOPLE PROJECT
Nonprofit Organization·Pompano Beach
101 CLUB INC
Nonprofit Organization·POMPANO BEACH
123 Credit Counselors Inc
Nonprofit Organization·Miami
123 SAVE A HOME
Nonprofit Organization·Miami
1650 SWIM FOUNDATION INC
Nonprofit Organization·Davie
16PLUSVOTE INC
Nonprofit Organization·Miami
1789 FOUNDATION INC
Nonprofit Organization·MIAMI
1814 BRICKELL PARK IMPROVEMENT INC
Nonprofit Organization·MIAMI
1EARTH INSTITUTE INC
Nonprofit Organization·Miami
1HTC INC
Nonprofit Organization·TAMARAC
1HUMANKIND INCORPORATED
Nonprofit Organization·MIAMI
1MIAMI INC
Nonprofit Organization·MIAMI
1 OCEAN FUND INC
Nonprofit Organization·Miami
1ST CHURCH OF GOD LIGHT ON THE HILL
Nonprofit Organization·MARGATE
2020VISTA INC
Nonprofit Organization·MIAMI
21 AIR PILOTS ASSOCIATION
Nonprofit Organization·Miami
21ST CENTURY ENRICHMENT CENTER INC
Nonprofit Organization·MIAMI
21 WITH GUIDANCE INC
Nonprofit Organization·CORAL SPRINGS
247 MINISTRIES INC
Nonprofit Organization·Miami
24 KOHM INC
Nonprofit Organization·LAUDERHILL
252 YOUTH MINISTRY NETWORK INC
Nonprofit Organization·Plantation
2701 FOUNDATION INC
Nonprofit Organization·MIAMI
28676586 PTC BILINGUAL SPEAKING CLUB
Nonprofit Organization·Miami
2 B NON PROFIT CORPORATION
Nonprofit Organization·Miami
2EME VIE INC
Nonprofit Organization·Hollywood
2 FISH RESTAURANT CORPORATION
Nonprofit Organization·Miramar
2POINTHER FOUNDATION INC
Nonprofit Organization·miami
2 REACH INC
Nonprofit Organization·MARGATE
300 Letters Inc
Nonprofit Organization·Miami
305 COMMUNITY RADIO INC
Nonprofit Organization·MIAMI
305 FC INC
Nonprofit Organization·MIAMI
305 URBAN CYCLING CLUB
Nonprofit Organization·Miami
305 YOUTH SPORTS FOUNDATION INC
Nonprofit Organization·MIAMI
31 VISION CORP
Nonprofit Organization·DAVIE
346 PARENTS ASSOCIATION INC
Nonprofit Organization·Plantation
360 DEGREES SOLUTION
Nonprofit Organization·margate
365 PINK FOUNDATION INC
Nonprofit Organization·Plantation
3935 BAIS CHAYA INC
Nonprofit Organization·CORAL SPRINGS
3A Foundation Inc
Nonprofit Organization·Miami
3ANGELSTUBE
Nonprofit Organization·Pompano Beach
3D YOUTH DEVELOPMENT INC
Nonprofit Organization·LAUDERHILL
3 HEART STRINGS INC
Nonprofit Organization·CORAL SPRINGS
3MBRACE
Nonprofit Organization·Miami
3 SISTERS CHILDREN FOUNDATION INC
Nonprofit Organization·HOLLYWOOD
3 SONS FOUNDATION INC
Nonprofit Organization·MIAMI
3 UNI FOR ORPHANS CORPORATION
Nonprofit Organization·Miami
4 CHARITY HELP
Nonprofit Organization·Parkland
4 CORNERS COMMUNITY COALITION INC
Nonprofit Organization·Miami
4 FAMILIES FOUNDATION
Nonprofit Organization·Coral Springs
4FNow Inc
Nonprofit Organization·Coral Springs