CRD: 132716
Personal Financial Advisors, Inc.
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Element element
- Established Date
- 09-15-2004
- Office Locations
- 1
Office Locations
About Personal Financial Advisors, Inc.
Personal Financial Advisors, Inc. is a Pickerington, Ohio RIA serving retail and institutional clients with financial planning, investment planning, and asset management, including portfolio construction plus tax and estate planning and insurance guidance. The firm emphasizes asset allocation and risk management, with portfolios primarily implemented via mutual funds across areas such as fixed income, real estate, and infrastructure. Led by president/CCO David Jay Stone; custody includes Altruist and Truist Bank.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DAVID JAY STONE
Advisor, Chief Compliance Officer, President
- CRD
- #2244599
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Jacob Thomas Hrusovsky
--
- CRD
- #7327470
Laura Arlene Wall
Associate Financial Planner
- CRD
- #6880024
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $80,270,312 | -- |
| Total | $80,270,312 | -- |
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Separately Managed Accounts
Total SMA Asset: $80,270,312
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $768,520,805 | 10.7% |
| Cash | $4,014,982,524 | 55.9% |
| U.S. Government/Agency | $2,398,934,102 | 33.4% |
| Total | $7,182,437,431 | 100.0% |