Professional Financial Strategies, Inc
● SEC registered since 2016CRD 125580SEC# 801-107130Pittsford, NY
Reg. AUM
$225.8M
Employees
4
Accounts
450
Location
Pittsford, NY
Professional Financial Strategies, Inc assets under management
Professional Financial Strategies, Inc is an SEC-registered investment adviser based in Pittsford, NY. The firm has been registered since 2016. It reports $225.8 million in regulatory assets under management and employs 4 people.
Professional Financial Strategies, Inc owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kam-Lin Kok | Vice President | Under 5% | 2002 |
| Paul Byron Hill Control | Ceo, President | Over 75% | 1993 |
| Paul Byron Hill Control | Chief Compliance Officer | Over 75% | 2004 |
Frequently asked questions
How much does Professional Financial Strategies, Inc manage?
Professional Financial Strategies, Inc reports $225.8 million in regulatory assets under management on its Form ADV.
How many employees does Professional Financial Strategies, Inc have?
Professional Financial Strategies, Inc reports 4 employees.
Where is Professional Financial Strategies, Inc located?
Professional Financial Strategies, Inc is based in Pittsford, NY and has been SEC-registered since 2016.
Does Professional Financial Strategies, Inc disclose fund performance?
Professional Financial Strategies, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1159 Pittsford-Victor Rd, Suite 120, Pittsford, NY 14534-3827 |
| Phone | 585-218-9080 |
| Fax | 585-218-9352 |
| Office hours | 9:00 a.m. To 6:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$225.8M▲ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 71%
Larger than 29% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$225.8Mregulatory AUM
Discretionary $210.7MNon-discretionary $15.1M