Personal Financial Solutions, LLC
● SEC registered since 2021CRD 129095SEC# 801-121037Manasquan, NJ
Reg. AUM
$155.6M
Employees
2
Accounts
405
Location
Manasquan, NJ
Personal Financial Solutions, LLC assets under management
Personal Financial Solutions, LLC is a registered investment adviser overseen by the SEC based in Manasquan, NJ. The firm has been registered since 2021. It reports $155.6 million in regulatory assets under management and employs 2 people.
Personal Financial Solutions, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ellen D. Leblanc Control | Member | Under 5% | 1997 |
| Kenneth Patrick Leblanc Control | Cco | Under 5% | 1997 |
| Mercer Global Advisors Inc. Control | Parent Company | Over 75% | 2026 |
Frequently asked questions
How much does Personal Financial Solutions, LLC manage?
Personal Financial Solutions, LLC reports $155.6 million in regulatory assets under management on its Form ADV.
How many employees does Personal Financial Solutions, LLC have?
Personal Financial Solutions, LLC reports 2 employees.
Where is Personal Financial Solutions, LLC located?
Personal Financial Solutions, LLC is based in Manasquan, NJ and has been SEC-registered since 2021.
Does Personal Financial Solutions, LLC disclose fund performance?
Personal Financial Solutions, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2517 Highway 35, Building I Suite 103, Manasquan, NJ 08736 |
| Phone | 732-722-7912 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$155.6M▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 82%
Larger than 18% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$155.6Mregulatory AUM
Discretionary $155.6M