$155.6M Total AUM
$155.6M Disc. AUM
14.6% 3Y CAGR
2 Employees
131 ADV. Clients
29 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-01-1997
- Office Locations
- 1
Office Locations
2517 HWY 35, Bldg I Suite 103 Manasquan NJ
About Personal Financial Solutions, LLC
Personal Financial Solutions, LLC is a Manasquan-based RIA. The firm has been operating for 29 years. Managing $155.6M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$77.8M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
18.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
29yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
E
ELLEN D. LEBLANC
Financial Advisor
- CRD
- --
- Ownership
- Less than 5%
Available
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KENNETH PATRICK LEBLANC
Senior Wealth Advisor
- CRD
- #1837019
- Ownership
- Less than 5%
Available
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Available
Showing 2 of 2 owners & executives
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N
Nicholas Alfred Gargiulo
Analyst
- CRD
- #7377806
Available
Available
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Showing 1 of 3 contacts
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $155,649,583 | $384,320 |
| Non-Discretionary | $0 | -- |
| Total | $155,649,583 | $384,320 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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