CRD: 114957
Professional Financial Solutions, LLC
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- LegacyVital +more
- Established Date
- 05-02-1997
- Office Locations
- 1
Office Locations
About Professional Financial Solutions, LLC
Professional Financial Solutions, LLC is an SEC-registered, fee-only RIA in Fairfax, VA (founded 1997) serving individuals, families, and small business owners with financial planning and ongoing investment management. Portfolios are built on academic research, primarily using low-cost passive mutual funds. Client work is handled in-house with a team approach that typically includes at least two advisers in each interaction.
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Owner & Executives
MICHAEL JOSEPH MCLENIGAN
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #2877396
- Ownership
- 25% but less than 50%
RENEE GARDNER SEWALL
Owner
- CRD
- #6389568
- Ownership
- 25% but less than 50%
Crest bridge
Eagle quantum element
- CRD
- #84758
- Ownership
- 20.0%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $387,384,560 | $440,210 |
| Non-Discretionary | $22,279,980 | $718,709 |
| Total | $409,664,540 | $449,687 |
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Separately Managed Accounts
Total SMA Asset: $409,664,540
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $943,003,369 | 22.9% |
| Equity - Exchange | $1,231,257,674 | 29.9% |
| Cash | $1,943,657,599 | 47.2% |
| Total | $4,117,918,642 | 100.0% |