Personal Financial Profiles Inc.

Personal Financial Profiles Inc. (CRD# 109327) is a financial advisory firm headquartered in Coral Springs, FL. They manage $216,929,542 in 428 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    217
    MILLION
  • Total Number of Accounts
    428
    ACCOUNTS
  • Average Account Value
    $506,845
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

FL, NJ, NY, PA

Financial Advisors at Personal Financial Profiles Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Doris A. Kristeff
CRD#: 1932222
2801 University Drive, Suite 201b, Coral Springs, FL 33065
93
Wealthminder
score

Doris Kristeff (CRD# 1932222) is an Investment Advisor Representative working at Personal Financial Profiles Inc. in Coral Springs, FL and has over 19 years of experience in the finance industry.

2
Frank T. Pugliese
CRD#: 800323
2801 University Drive, Suite 201b, Coral Springs, FL 33065
93
Wealthminder
score

Frank Pugliese (CRD# 800323) is an Investment Advisor Representative working at Personal Financial Profiles Inc. in Coral Springs, FL and has over 31 years of experience in the finance industry.

3
David M. Maggio
CRD#: 2447727
1415 Panther Lane, Suite 356, Naples, FL 34109
83
Wealthminder
score

David Maggio (CRD# 2447727) is an Investment Advisor Representative working at Personal Financial Profiles Inc. in Naples, FL and has over 20 years of experience in the finance industry.

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