PYSNIK FINANCIAL, LLC

RIASEC RegisteredEst. 2023

Total AUM

$45.2M

Discretionary

0% of AUM

Avg account

$753K

Accounts

Employees

Advisory reps

Firm details

Headquarters: PASADENA, California
CRD number: 324261
Registered since: March 20, 2023
Website: pysnikfinancial.com
Custodians: CHARLES SCHWAB & CO., INC., CAPITAL CLIENT GROUP, INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI77.41%
Individuals22.59%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Pysnik Financial, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2023. The firm serves individual and family clients and is owned by an individual principal. Its service mix centers on financial planning and portfolio management for individuals, small businesses, and larger business/institutional clients, with an explicit capability to select and allocate to other advisers. Compensation is by a percentage of assets under management and by hourly charges. The firm operates as a capital allocator rather than as a manager exclusively running in-house strategies, and its filing indicates it is not an active ESG investor and is not registered as a multi-state adviser. Pysnik Financial runs its business from a single office location.