PSC FINANCIAL LLC
Firm details
- Headquarters
- BLOOMINGTON, Minnesota
- CRD number
- 172054
- Registered since
- April 12, 2021
- Website
- www.pscfinancial.com
- 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
FINTRXOverview
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
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 Funds86%
- Exchange Traded Equities10%
- US Government Bonds1%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1TRACY TORLAND
Chief Investment OfficerCRD 4877954
Contacts
2 of 2JOSEPH MCRAE
Financial Advisor & Branch ManagerCRD 2087535
HOWARD PAKOLA
PrincipalCRD 1560983
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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