Personal Financial Specialists
Personal Financial Specialists (CRD# 128736) is a financial advisory firm headquartered in Parsippany, NJ. They manage $1,274,466 in 2 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Personal Financial Specialists
By the Numbers
-
Total Assets Under Management1MILLION
-
Total Number of Accounts2ACCOUNTS
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Average Account Value$637,233
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NJ
Financial Advisors at Personal Financial Specialists
No Advisor Found.
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