Personal Financial Management, Inc.

Personal Financial Management, Inc. (CRD# 123874) is a financial advisory firm headquartered in , . They manage $24,730,946 in 310 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    310
    ACCOUNTS
  • Average Account Value
    $79,777
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at Personal Financial Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Edward T. Grudowski
CRD#: 2868053
Orland Park, IL
96
Wealthminder
score

Edward Grudowski (CRD# 2868053) is an Investment Advisor Representative working at Personal Financial Management, Inc. in Orland Park, IL and has over 19 years of experience in the finance industry. Edward Grudowski has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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