Personal Financial Profiles Inc.

Personal Financial Profiles Inc. (CRD# 109327) is a financial advisory firm headquartered in Coral Springs, FL. They manage $273,743,601 in 350 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
10100 W. Sample Road, Suite 201, Coral Springs, FL 33065
http://www.pfprofiles.com
By the Numbers
  • Total Assets Under Management
    274
    MILLION
  • Total Number of Accounts
    350
    ACCOUNTS
  • Average Account Value
    $782,125
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
The map below shows states where this firm has explicit registration only.

FL, NJ, NY, PA, TX

Financial Advisors at Personal Financial Profiles Inc.
Showing 1 - 2 of 2 top financial advisors.
1
David Maggio, financial advisor Naples FL
David M. Maggio
CRD#: 2447727
1415 Panther Lane, Suite 356, Naples, FL 34109

David Maggio (CRD# 2447727) is an Investment Advisor Representative working at Personal Financial Profiles Inc. in Naples, FL and has over 28 years of experience in the finance industry.

2
Frank Pugliese, financial advisor Coral Springs FL
Frank T. Pugliese
CRD#: 800323
10100 W. Sample Road, Suite 201, Coral Springs, FL 33065

Frank Pugliese (CRD# 800323) is an Investment Advisor Representative working at Personal Financial Profiles Inc. in Coral Springs, FL and has over 39 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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