The Professional Financial Company LLC

The Professional Financial Company LLC (CRD# 286419) is a financial advisory firm headquartered in Pleasant Grove, UT. They manage $206,183,702 in 252 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
801 S Pleasant Grove Blvd, Suite 200, Pleasant Grove, UT 84062
http://www.linkedin.com/company/thepfc
By the Numbers
  • Total Assets Under Management
    206
    MILLION
  • Total Number of Accounts
    252
    ACCOUNTS
  • Average Account Value
    $818,189
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, TX, UT

Financial Advisors at The Professional Financial Company LLC
Showing 1 - 3 of 3 top financial advisors.
1
Brennon Bowen, financial advisor Pleasant Grove UT
Brennon S. Bowen
CRD#: 6120072
801 S Pleasant Grove Blvd, Suite 200, Pleasant Grove, UT 84062

Brennon Bowen (CRD# 6120072) is an Investment Advisor Representative working at The Professional Financial Company LLC in Pleasant Grove, UT and has over 11 years of experience in the finance industry.

2
William Miller, financial advisor Pleasant Grove UT
William B. Miller
CRD#: 5844796
801 S Pleasant Grove Blvd, Suite 200, Pleasant Grove, UT 84062

William Miller (CRD# 5844796) is an Investment Advisor Representative working at The Professional Financial Company LLC in Pleasant Grove, UT and has over 13 years of experience in the finance industry.

3
David Kleinman, financial advisor Pleasant Grove UT
David Kleinman
CRD#: 7299962
801 S Pleasant Grove Blvd, Suite 200, Pleasant Grove, UT 84062

David Kleinman (CRD# 7299962) is an Investment Advisor Representative working at The Professional Financial Company LLC in Pleasant Grove, UT and has 1 year 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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