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Personal Financial Management, Inc.

Headquartered in ORLAND PARK, IL

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Firm Information

Personal Financial Management, Inc. is an investment advisor with 1 investment advisor representative. The firm provides portfolio management for individuals and consulting services. It manages approximately $28,464,345 in discretionary assets for 352 clients.

Personal Financial Management, Inc.

$28.46M

Assets Under Management

1

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

PERSONAL FINANCIAL MANAGEMENT, INC. has a total of 1 branch locations across the country.
location

ORLAND PARK, IL

Advisors at Personal Financial Management, Inc.

View All 1 Advisors
Unclaimed
Edward Thomas Grudowski

PFS®, RA

ORLAND PARK, IL

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Disclosures

There are no public disclosures for Personal Financial Management, Inc..

Frequently Asked Questions (6)

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