PROFESSIONAL FINANCIAL ADVISORS INC
Firm details
- Headquarters
- SAN JUAN CAPASTRANO, California
- CRD number
- 105296
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals64.41%
- HNWI35.59%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Professional Financial Advisors Inc. operates as an independent registered investment advisor (RIA) focused on providing financial planning services and portfolio management for individuals and small businesses. The firm is structured as a corporation and is owned by an individual. While it does not actively engage in ESG investing, it offers a range of services that cater to individual and family clients, charging fees based on a percentage of assets under management (AUM) and hourly rates. The firm also acts as a registered representative of a broker-dealer, allowing it to expand its service offerings.
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 Funds100%
Contacts
2 of 2Maximilian Mann
Financial AdvisorCRD 6871746
CHARLES MANN
Financial AdvisorCRD 1010028
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN JUAN CAPASTRANO, CA
ORANGE
Location
SAN JUAN CAPASTRANO, CA
Headquartered in SAN JUAN CAPASTRANO, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- ORANGE
- Address
- 30240 Rancho Viejo Rd
- Time zone
- PT (UTC-8)
- Office locations
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