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Professional Financial Solutions, LLC

● SEC registered since 2015CRD 114957SEC# 801-106802Fairfax, VA
Export (members)
Reg. AUM
$409.7M
Employees
8
Accounts
911
Location
Fairfax, VA

Professional Financial Solutions, LLC assets under management

Professional Financial Solutions, LLC is an investment advisory firm registered with the SEC based in Fairfax, VA. The firm has been registered since 2015. It reports $409.7 million in regulatory assets under management and employs 8 people.

Professional Financial Solutions, LLC owners & executives

7 reported
NameTitleOwnershipSince
Andrew William CroweMember10-25%2022
Emily McLeniganMember5-10%2026
Jennifer H DennerMemberUnder 5%2022
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Frequently asked questions

How much does Professional Financial Solutions, LLC manage?

Professional Financial Solutions, LLC reports $409.7 million in regulatory assets under management on its Form ADV.

How many employees does Professional Financial Solutions, LLC have?

Professional Financial Solutions, LLC reports 8 employees.

Where is Professional Financial Solutions, LLC located?

Professional Financial Solutions, LLC is based in Fairfax, VA and has been SEC-registered since 2015.

Does Professional Financial Solutions, LLC disclose fund performance?

Professional Financial Solutions, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address10517a West Drive, Fairfax, VA 22030-8144
Phone703-385-0870
Office hours9a.m.-5p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Regulatory AUM

$409.7M▲ 24%
Mar '25 — $330.4MApr '25 — $330.4MMay '25 — $330.4MJun '25 — $330.4MJul '25 — $330.4MAug '25 — $330.4MSep '25 — $330.4MOct '25 — $330.4MNov '25 — $330.4MDec '25 — $330.4MJan '26 — $330.4MFeb '26 — $409.7MMar '26 — $409.7MApr '26 — $409.7MMay '26 — $409.7MJun '26 — $409.7M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 53%
Larger than 47% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers

Assets under management

$409.7Mregulatory AUM
Discretionary $387.4MNon-discretionary $22.3M