CRD: 125580
Professional Financial
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-12-2016
- Office Locations
- 1
Office Locations
About Professional Financial
Professional Financial Strategies is an independent, commission-free RIA in Pittsford (Rochester), NY serving professionals, executives, private business owners and their families with retirement-focused financial planning and investment management aimed at preserving, protecting and passing on wealth. Custodies with Charles Schwab. Not accepting new clients except a limited group referred by existing clients.
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Owner & Executives
PAUL BYRON HILL
Chief Executive Officer, Investment Advisor, President
- CRD
- #866098
- Ownership
- 75% or more
KAM-LIN KOK HILL
Vice President
- CRD
- #4645967
- Ownership
- Less than 5%
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Peter C Van Der Voorn
President
- CRD
- #7381098
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $210,743,198 | $564,995 |
| Non-Discretionary | $15,065,800 | $195,660 |
| Total | $225,808,998 | $501,798 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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