CRD: 158950
Personal Financial Experiences, LLC
$66.6M Total AUM
$66.6M Disc. AUM
-- 3Y CAGR
1 Employees
47 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-07-2011
- Office Locations
- 1
Office Locations
-- Midlothian VA
About Personal Financial Experiences, LLC
Personal Financial Experiences, LLC is a Midlothian, VA RIA providing wealth management and integrated financial planning, emphasizing investor behavior and risk management to support long-term plan adherence. Portfolios are rules-based and primarily implemented with ETFs. The firm also offers tax planning and insurance guidance, with custody at Charles Schwab.
Team overview
-- AVG AGE
$66.6M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
14.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
Available
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Custodian
Available
Investment Themes
Available
Platform
Available
Services
Available
Owner & Executives
JOHN CHARLES CORRIGAN IV
Chief Executive Officer, Owner, President
- CRD
- #4981068
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $66,640,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $66,640,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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