Personal Financial Solutions, LLC
Personal Financial Solutions, LLC (CRD# 129095) is a financial advisory firm headquartered in Manasquan, NJ. They manage $124,643,369 in 379 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Personal Financial Solutions, LLC
By the Numbers
-
Total Assets Under Management125MILLION
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Total Number of Accounts379ACCOUNTS
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Average Account Value$328,874
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, NJ, PA
Financial Advisors at Personal Financial Solutions, LLC
1
Kenneth Leblanc (CRD# 1837019) is an Investment Advisor Representative working at Personal Financial Solutions, LLC in Manasquan, NJ and has over 20 years of experience in the finance industry.
2
Nicholas Gargiulo (CRD# 7377806) is an Investment Advisor Representative working at Personal Financial Solutions, LLC in Manasquan, NJ and has over 3 years of experience in the finance industry.
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