P
$31.0M Total AUM
$31.0M Disc. AUM
-- 3Y CAGR
1 Employees
109 ADV. Clients
29 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-29-1997
- Office Locations
- 1
Office Locations
-- Orland Park IL
About Personal Financial Management, Inc.
Personal Financial Management, Inc. is a Orland Park-based RIA. The firm has been operating for 29 years. Managing $31.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade.
Team overview
-- AVG AGE
$31.0M AVG AUM / ADVISOR
$284.0K AVG AUM / CLIENT
28 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
29yrs Firm Age
Insights
Available
Available
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Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
E
EDWARD THOMAS GRUDOWSKI
Director, President, Secretary, TREASURER
- CRD
- #2868053
- 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 | $30,952,720 | -- |
| Non-Discretionary | $0 | -- |
| Total | $30,952,720 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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