CRD: 105296
Professional Financial Advisors INC
$23.6M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
27 ADV. Clients
29 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- American Funds · Assetmark
- Clients
- Retail
- Platforms
- Harbor catalystMatrix +more
- Established Date
- 07-08-1997
- Office Locations
- 1
Office Locations
30240 Rancho Viejo Road Suite A SAN Juan Capistrano CA
About Professional Financial Advisors INC
Professional Financial Advisors (PFA) is an independent, fee-based RIA of CFP® professionals providing full-service financial planning and investment guidance. The firm works with families and businesses/organizations on investment planning, retirement planning, and company retirement plans, supported by ongoing client education through resources like a firm podcast and events.
Team overview
-- AVG AGE
$11.8M AVG AUM / ADVISOR
$874.1K AVG AUM / CLIENT
17.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
29yrs Firm Age
Insights
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Asset Classes
Timber focus
Client Personas
Vertex pathway Prime
Custodian
Harbor delta Summit Delta unison Bridge ember Zenith ember
Investment Themes
Zenith Ridge
Investment Vehicles
Foundation Meridian fusion
Services
Quantum Value matrix Capital quantum Crest Momentum Ember alpha Pioneer Oak wave Momentum radial Zenith crest
Technology
Vector crest Foundation ember Delta Summit Element bridge
Owner & Executives
C
CHARLES MANN
Chief Compliance Officer, President
- CRD
- #1010028
- Ownership
- 75% or more
(207) 708-8729
atlas.beacon@vertexcapital.com
in linkedin.com/in/vertex-radial
Showing 1 of 1 owners & executives
Unlock allContacts
M
Maximilian Chas Mann
Managing Director, Portfolio Manager
- CRD
- #6871746
(813) 271-6056
alpha.delta@frontiercapital.com
in linkedin.com/in/zenith-atlas
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $23,600,000 | $1,433,333 |
| Total | $23,600,000 | $1,433,333 |
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Separately Managed Accounts
Total SMA Asset: $23,600,000
Public Funds:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $6,849,481,488 | 100.0% |
| Total | $6,849,481,488 | 100.0% |
13F Holdings | Q1 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VECTOR SIGNAL | TIMBER OPTIMA | JL5KN65CH | KBWEZ | 6.76% | $113,087,445 |
| PATHWAY VERTEX QUANTUM | CAPITAL ELEMENT | ZGMRI7V6B | PFSTK | 6.43% | $41,299,133 |
| FUSION BRIDGE FRONTIER | FOCUS HARBOR | P4VSEPOTP | AGTOG | 7.47% | $60,893,577 |
| VECTOR CREST TIMBER | INSIGHT BRIDGE | BW1DU6ZJW | VBAN | 2.87% | $113,113,173 |
| INSIGHT DELTA | GLACIER NORTH | E3CY8A77B | NVPYS | 11.11% | $74,138,241 |
| MERIDIAN PRIME FOUNDATION | QUANTUM UNISON | 445FXP81W | EEA | 5.48% | $108,145,114 |
| ATLAS SUMMIT EAGLE | FUSION VERTEX | XX6VSTXL3 | OLJAJ | 8.29% | $15,006,465 |
| PEAK CAPITAL | EMBER SUMMIT | 7FRLE6YED | OYU | 4.09% | $106,366,720 |