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- Custodian
- Charles Schwab & Company · Morgan Stanley
- Clients
- Retail
- Platforms
- OakElement pioneer
- Established Date
- 02-17-2021
- Office Locations
- 1
Office Locations
About Personalized Financial Solutions LLC
Personalized Financial Solutions is a Clearwater, FL RIA providing investment management and goals-based financial planning with an emphasis on retirement readiness. The firm positions itself as a non-commission, advice-led practice that “handles everything under one roof” and focuses on long-term client relationships. Portfolios commonly use public funds, including ETFs and mutual funds, and the firm reports custody relationships including Charles Schwab.
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Owner & Executives
TODD MICHAEL SEYMOUR
Chief Compliance Officer, Director of Software Engineering, Managing Member, PRINCIPAL
- CRD
- #3249733
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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ELAINE MARGARET HANNA
--
- CRD
- #6804478
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $130,553,769 | $314,587 |
| Non-Discretionary | $12,005,101 | $133,390 |
| Total | $142,558,870 | $282,295 |
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Separately Managed Accounts
Total SMA Asset: $142,558,870
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,579,724,359 | 18.9% |
| Equity - Exchange | $710,458,045 | 8.5% |
| Cash | $768,966,355 | 9.2% |
| Equity - OTC | $1,604,799,349 | 19.2% |
| Municipal Bonds | $1,128,374,542 | 13.5% |
| Other | $1,203,599,512 | 14.4% |
| U.S. Government/Agency | $1,362,407,781 | 16.3% |
| Total | $8,358,329,943 | 100.0% |