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Edward Thomas Grudowski

Personal Financial Management, Inc.

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About Edward Thomas Grudowski

Edward Grudowski is an investment advisor representative with Personal Financial Management, Inc. Edward has been in the industry since June 1997 and is registered with the state regulators in Illinois, Indiana and Texas. He is also a Certified Public Accountant and has been working as an accountant since June 1980. Edward's firm is a registered investment advisor that provides investment advisory services to both individuals and high-net-worth clients. Edward specializes in financial planning and portfolio management.

Firm Information

Edward Grudowski is currently registered with Personal Financial Management, Inc.. 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.

$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.

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Edward Grudowski’s Registration & Firm History

IL

03/26/2024 - Present

Personal Financial Management, Inc. (ORLAND PARK IL)

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Licenses & Designations

IA

Issued 03/10/1997

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Edward Thomas Grudowski.
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