Personal Financial Management, Inc.

Personal Financial Management, Inc. (CRD# 123874) is a financial advisory firm headquartered in , . They manage $28,464,345 in 352 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    352
    ACCOUNTS
  • Average Account Value
    $80,865
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
The map below shows states where this firm has explicit registration only.

IL, IN, TX

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

Edward Grudowski (CRD# 2868053) is an Investment Advisor Representative working at Personal Financial Management, Inc. in Orland Park, IL and has over 27 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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