Personal Best Financial LLC
RIAState Registered
Total AUM
$33.2M
Discretionary
$33.2M
100% of AUM
Avg account
$467K
Accounts
71
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 324747
- Website
- personalbestfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI93.02%
- Individuals6.98%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Personal Best Financial LLC is an independent registered investment adviser organized as an LLC and owned by an individual principal. The firm serves individual and family clients, and it offers financial planning and portfolio management for individuals and small businesses. Compensation is flexible and includes percentage-of-AUM billing alongside hourly and fixed-fee engagements. The adviser identifies as an active ESG investor and does not position itself as a capital allocator, pension consultant, or related adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds72%
- Exchange Traded Equities15%
- Cash & Cash Equivalents13%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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