PSC FINANCIAL LLC

RIASEC RegisteredEst. 2021
Total AUM
$135M
Discretionary
$135M
100% of AUM
Avg account
$592K
Accounts
228
Employees
3
Advisory reps
3

Firm details

Headquarters
BLOOMINGTON, Minnesota
CRD number
172054
Registered since
April 12, 2021
Custodians
LPL FINANCIAL LLC
Fee structure
Percentage of AUM
Client types
  • HNWI64.61%
  • Individuals23.85%
  • Charitable Organizations11.54%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

PSC Financial LLC is an independent, SEC-registered registered investment adviser organized as a limited liability company. The firm registered with the SEC in 2021 and is owned by an individual. It positions itself as a fee-based adviser charging a percentage of assets under management and serves both individual/family and institutional clients. Advisory services focus on financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. The firm identifies itself as a capital allocator and does not describe itself as an active ESG investor, a pension consultant, a related adviser, or a multistate adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 86%, Exchange Traded Equities 10%, US Government Bonds 1%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%, Cash & Cash Equivalents 1%86%
  • Public Funds/Mutual Funds86%
  • Exchange Traded Equities10%
  • US Government Bonds1%
  • State & Local Bonds1%
  • Investment Grade Corp Bonds1%

Owners & executives

1 of 1
  • TRACY TORLAND

    Chief Investment OfficerCRD 4877954

Contacts

2 of 2
  • JOSEPH MCRAE

    Financial Advisor & Branch ManagerCRD 2087535

  • HOWARD PAKOLA

    PrincipalCRD 1560983

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

BLOOMINGTON, MN

HENNEPIN

Location

BLOOMINGTON, MN

Headquartered in BLOOMINGTON, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
HENNEPIN
Address
7900 International Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth