Profolio Investments, Inc.

Profolio Investments, Inc. (CRD# 173241) is a financial advisory firm headquartered in , . They manage $12,851,213 in 51 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
https://www.linkedin.com/in/mikescheel/
By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    51
    ACCOUNTS
  • Average Account Value
    $251,985
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

KY, NJ, TX, UT

Financial Advisors at Profolio Investments, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Michael Scheel, financial advisor Union KY
Michael L. Scheel
CRD#: 5003698
Union, KY

Michael Scheel (CRD# 5003698) is an Investment Advisor Representative working at Profolio Investments, Inc. in Union, KY and has over 16 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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