Personal Choice Financial Advisors, LLC
● SEC registered since 2021CRD 110384SEC# 801-121351Cincinnati, OH
Reg. AUM
$211.3M
Employees
8
Accounts
610
Location
Cincinnati, OH
Personal Choice Financial Advisors, LLC assets under management
Personal Choice Financial Advisors, LLC is an SEC-registered investment adviser based in Cincinnati, OH. The firm has been registered since 2021. It reports $211.3 million in regulatory assets under management and employs 8 people.
Personal Choice Financial Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Harold Hansen Control | Member, Chief Compliance Officer | Over 75% | 2002 |
| Robert William Hansen | Member | 10-25% | 2022 |
Frequently asked questions
How much does Personal Choice Financial Advisors, LLC manage?
Personal Choice Financial Advisors, LLC reports $211.3 million in regulatory assets under management on its Form ADV.
How many employees does Personal Choice Financial Advisors, LLC have?
Personal Choice Financial Advisors, LLC reports 8 employees.
Where is Personal Choice Financial Advisors, LLC located?
Personal Choice Financial Advisors, LLC is based in Cincinnati, OH and has been SEC-registered since 2021.
Does Personal Choice Financial Advisors, LLC disclose fund performance?
Personal Choice Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4555 Lake Forest Drive, Ste 650, Cincinnati, OH 45242-3785 |
| Phone | 513-588-8080 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$211.3M▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$211.3Mregulatory AUM
Discretionary $206.1MNon-discretionary $5.2M