Pf Advisors
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Overview
Pf Advisors operates as a financial advisor firm located in Chadds Ford, Pennsylvania. Pf Advisors manages $239.9 million in total assets across eight accounts, placing it in the mid-tier of firms in the country by assets under management (AUM). The firm has a small team, including 1 financial advisor. Pf Advisors does not act as a registered broker-dealer, meaning the advisor cannot buy and sell securities for its own accounts as well as its customers' and instead must go through a broker-dealer company to do so. Securities are defined as exchangable financial assets such as options, stocks and bonds.
Pf Advisors administers none of the firm's client assets in a discretionary manner. Discretionary management is a structure in which transaction decisions are made by a portfolio manager without needing client consent. Pf Advisors also has eight non-discretionary accounts totaling $239.9 million in assets under management. The company's typical account size is $30.0 million. The typical financial advisor at Pf Advisors manages around eight client accounts, making it one of the more individualized advisor firms in the country.
The company's central office is at 225 Wilmington-West Chester Pike, Suite 200, Chadds Ford, Pennsylvania 19317. It is permitted to provide services to customers in the state of Pennsylvania.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Pf Advisors by the Numbers
$239.9 million
1
8
$30.0 million
Fee Structure
Fees charged by financial advisors typically are based on which services are provided. However, fees billed by the company typically consist of the following fee structure: asset-based. The company does not participate in a wrap fee program, in which the firm offers a bundle of services for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm provides services to high net worth investors. Out of its eight customers, Pf Advisors's largest client type by number of accounts is high net worth investors, although it also caters to one high-net-worth individuals. The SEC defines a high-net-worth individual as someone who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's customers are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 100%
- Other Individuals - 0%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Financial Advisors at Pf Advisors
Chadds Ford, PA
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.