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).
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Total Assets Under Management206MILLION
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Total Number of Accounts252ACCOUNTS
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Average Account Value$818,189
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
AZ, TX, UT
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.
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.
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.