The Professional Financial Company LLC
● SEC registered since 2019CRD 286419SEC# 801-114491Orem, UT
Reg. AUM
$246.1M
Employees
7
Accounts
575
Location
Orem, UT
The Professional Financial Company LLC assets under management
The Professional Financial Company LLC is a registered investment adviser overseen by the SEC based in Orem, UT. The firm has been registered since 2019. It reports $246.1 million in regulatory assets under management and employs 7 people.
The Professional Financial Company LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| The Mary G. Miller Revocable Trust | Member | 10-25% | 2015 |
| The W. Bruce Miller Revocable Trust Control | Member | Over 75% | 2015 |
| William Bruce Miller Control | Principal & Chief Compliance Officer | Under 5% | 2015 |
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Join to unlock · $37/moFrequently asked questions
How much does The Professional Financial Company LLC manage?
The Professional Financial Company LLC reports $246.1 million in regulatory assets under management on its Form ADV.
How many employees does The Professional Financial Company LLC have?
The Professional Financial Company LLC reports 7 employees.
Where is The Professional Financial Company LLC located?
The Professional Financial Company LLC is based in Orem, UT and has been SEC-registered since 2019.
Does The Professional Financial Company LLC disclose fund performance?
The Professional Financial Company LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 384 W Center St, Orem, UT 84057 |
| Phone | (801) 701-2345 |
| Fax | (385) 233-0000 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$246.1M▼ 32%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 68%
Larger than 32% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$246.1Mregulatory AUM
Discretionary $246.1M