Active
PERSONAL FINANCIAL SOLUTIONS, LLC
Investment Advice|MANASQUAN, NJ
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$136.6M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 136.6M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 129095 |
| SEC Number | 801-121037 |
| Street Address | 2517 HIGHWAY 35 |
| Street Address 2 | BUILDING I SUITE 103 |
| Location | MANASQUAN, NJ 08736 |
| Country | United States |
| Phone | 732-722-7912 |
| Total Employees | 2 |
Client Count by Type (114 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 83 |
| High Net Worth Individual… | 31 |
Community Partners
BOROUGH OF ALLENHURST
BOROUGH OF ALLENTOWN
BOROUGH OF ATLANTIC HIGHLANDS
BOROUGH OF AVON BY THE SEA
BOROUGH OF BELMAR
BOROUGH OF BRADLEY BEACH
BOROUGH OF BRIELLE
BOROUGH OF DEAL
BOROUGH OF EATONTOWN
BOROUGH OF ENGLISHTOWN
BOROUGH OF FAIR HAVEN
BOROUGH OF FARMINGDALE
BOROUGH OF FREEHOLD
BOROUGH OF HIGHLANDS
BOROUGH OF INTERLAKEN
BOROUGH OF KEANSBURG
BOROUGH OF KEYPORT
BOROUGH OF LAKE COMO
BOROUGH OF LITTLE SILVER
BOROUGH OF MANASQUAN
BOROUGH OF ALLENHURST
BOROUGH OF ALLENTOWN
BOROUGH OF ATLANTIC HIGHLANDS
BOROUGH OF AVON BY THE SEA
BOROUGH OF BELMAR
BOROUGH OF BRADLEY BEACH
BOROUGH OF BRIELLE
BOROUGH OF DEAL
BOROUGH OF EATONTOWN
BOROUGH OF ENGLISHTOWN
BOROUGH OF FAIR HAVEN
BOROUGH OF FARMINGDALE
BOROUGH OF FREEHOLD
BOROUGH OF HIGHLANDS
BOROUGH OF INTERLAKEN
BOROUGH OF KEANSBURG
BOROUGH OF KEYPORT
BOROUGH OF LAKE COMO
BOROUGH OF LITTLE SILVER
BOROUGH OF MANASQUAN
BOROUGH OF ALLENHURST
BOROUGH OF ALLENTOWN
BOROUGH OF ATLANTIC HIGHLANDS
BOROUGH OF AVON BY THE SEA
BOROUGH OF BELMAR
BOROUGH OF BRADLEY BEACH
BOROUGH OF BRIELLE
BOROUGH OF DEAL
BOROUGH OF EATONTOWN
BOROUGH OF ENGLISHTOWN
BOROUGH OF FAIR HAVEN
BOROUGH OF FARMINGDALE
BOROUGH OF FREEHOLD
BOROUGH OF HIGHLANDS
BOROUGH OF INTERLAKEN
BOROUGH OF KEANSBURG
BOROUGH OF KEYPORT
BOROUGH OF LAKE COMO
BOROUGH OF LITTLE SILVER
BOROUGH OF MANASQUAN
Municipal Government
52 Active
52
Organizations
ABERDEEN TOWNSHIP FIRE DISTRICT 1
ABERDEEN TOWNSHIP FIRE DISTRICT 2
BAYSHORE REGIONAL SEWERAGE AUT
BAY SHORE REGIONAL SEWERAGE AUTHORITY
BOARD OF FIRE COMMISSIONERS
BOARD OF FIRE COMMISSIONERS DISTRICT #1 TWP OF BRICK
BRICK TWP JOINT BD OF FIRE COM
ENGLISHTOWN BOROUGH FIRE DISTRICT 1
FREEHOLD SOIL CONSERVATION DISTRICT
FREEHOLD TOWNSHIP FIRE DISTRICT 1
FREEHOLD TOWNSHIP FIRE DISTRICT 2
HAZLET FIRE DISTRICT 1
HAZLET TOWNSHIP BOARD OF FIRE COMMISSIONERS
HOWELL TOWNSHIP FIRE CO NO 2
HOWELL TOWNSHIP FIRE DISTRICT 1
HOWELL TOWNSHIP FIRE DISTRICT 2
HOWELL TOWNSHIP FIRE DISTRICT 3
HOWELL TOWNSHIP FIRE DISTRICT 4
HOWELL TOWNSHIP FIRE DISTRICT 5
HOWELL TWSP FIRE DIST 1
ABERDEEN TOWNSHIP FIRE DISTRICT 1
ABERDEEN TOWNSHIP FIRE DISTRICT 2
BAYSHORE REGIONAL SEWERAGE AUT
BAY SHORE REGIONAL SEWERAGE AUTHORITY
BOARD OF FIRE COMMISSIONERS
BOARD OF FIRE COMMISSIONERS DISTRICT #1 TWP OF BRICK
BRICK TWP JOINT BD OF FIRE COM
ENGLISHTOWN BOROUGH FIRE DISTRICT 1
FREEHOLD SOIL CONSERVATION DISTRICT
FREEHOLD TOWNSHIP FIRE DISTRICT 1
FREEHOLD TOWNSHIP FIRE DISTRICT 2
HAZLET FIRE DISTRICT 1
HAZLET TOWNSHIP BOARD OF FIRE COMMISSIONERS
HOWELL TOWNSHIP FIRE CO NO 2
HOWELL TOWNSHIP FIRE DISTRICT 1
HOWELL TOWNSHIP FIRE DISTRICT 2
HOWELL TOWNSHIP FIRE DISTRICT 3
HOWELL TOWNSHIP FIRE DISTRICT 4
HOWELL TOWNSHIP FIRE DISTRICT 5
HOWELL TWSP FIRE DIST 1
ABERDEEN TOWNSHIP FIRE DISTRICT 1
ABERDEEN TOWNSHIP FIRE DISTRICT 2
BAYSHORE REGIONAL SEWERAGE AUT
BAY SHORE REGIONAL SEWERAGE AUTHORITY
BOARD OF FIRE COMMISSIONERS
BOARD OF FIRE COMMISSIONERS DISTRICT #1 TWP OF BRICK
BRICK TWP JOINT BD OF FIRE COM
ENGLISHTOWN BOROUGH FIRE DISTRICT 1
FREEHOLD SOIL CONSERVATION DISTRICT
FREEHOLD TOWNSHIP FIRE DISTRICT 1
FREEHOLD TOWNSHIP FIRE DISTRICT 2
HAZLET FIRE DISTRICT 1
HAZLET TOWNSHIP BOARD OF FIRE COMMISSIONERS
HOWELL TOWNSHIP FIRE CO NO 2
HOWELL TOWNSHIP FIRE DISTRICT 1
HOWELL TOWNSHIP FIRE DISTRICT 2
HOWELL TOWNSHIP FIRE DISTRICT 3
HOWELL TOWNSHIP FIRE DISTRICT 4
HOWELL TOWNSHIP FIRE DISTRICT 5
HOWELL TWSP FIRE DIST 1
Special District
48 Active
48
Organizations
ASBURY PARK SCHOOL DISTRICT
ATLANTIC HIGHLANDS SCHOOL DIST
AVON BORO SCH DIST
AVON BY THE SEA EDUCATION FOUNDATION A NJ NONPROFI
BAYSHORE JOINT COMMISSION
BAYSHORE JOINTURE COMMISSION
BELMAR ELEM SCH DIST
BRADLEY BEACH ELEM SCH DIST
BRIELLE BORO SCH DIST
BROOKDALE COMMUNITY COLLEGE INC
COLTS NECK TWP SCH DIST
DEAL BORO SCH DIST
EATONTOWN PUBLIC SCH DIST
FAIR HAVEN SCH DIST
FARMINGDALE BORO SCH DIST
FREEHOLD BORO INTERMEDIATE SCH
FREEHOLD BORO SCH DIST
FREEHOLD REGIONAL HIGH SCH DIST
FREEHOLD TOWNSHIP BOARD OF EDUCATION
FREEHOLD TWP SCH DIST
ASBURY PARK SCHOOL DISTRICT
ATLANTIC HIGHLANDS SCHOOL DIST
AVON BORO SCH DIST
AVON BY THE SEA EDUCATION FOUNDATION A NJ NONPROFI
BAYSHORE JOINT COMMISSION
BAYSHORE JOINTURE COMMISSION
BELMAR ELEM SCH DIST
BRADLEY BEACH ELEM SCH DIST
BRIELLE BORO SCH DIST
BROOKDALE COMMUNITY COLLEGE INC
COLTS NECK TWP SCH DIST
DEAL BORO SCH DIST
EATONTOWN PUBLIC SCH DIST
FAIR HAVEN SCH DIST
FARMINGDALE BORO SCH DIST
FREEHOLD BORO INTERMEDIATE SCH
FREEHOLD BORO SCH DIST
FREEHOLD REGIONAL HIGH SCH DIST
FREEHOLD TOWNSHIP BOARD OF EDUCATION
FREEHOLD TWP SCH DIST
ASBURY PARK SCHOOL DISTRICT
ATLANTIC HIGHLANDS SCHOOL DIST
AVON BORO SCH DIST
AVON BY THE SEA EDUCATION FOUNDATION A NJ NONPROFI
BAYSHORE JOINT COMMISSION
BAYSHORE JOINTURE COMMISSION
BELMAR ELEM SCH DIST
BRADLEY BEACH ELEM SCH DIST
BRIELLE BORO SCH DIST
BROOKDALE COMMUNITY COLLEGE INC
COLTS NECK TWP SCH DIST
DEAL BORO SCH DIST
EATONTOWN PUBLIC SCH DIST
FAIR HAVEN SCH DIST
FARMINGDALE BORO SCH DIST
FREEHOLD BORO INTERMEDIATE SCH
FREEHOLD BORO SCH DIST
FREEHOLD REGIONAL HIGH SCH DIST
FREEHOLD TOWNSHIP BOARD OF EDUCATION
FREEHOLD TWP SCH DIST
School District
61 Active
61
Organizations
10 UP
1409 GREENWOOD AVENUE CORPORATION
150TH SPECIAL OPERATIONS SQUADRON BOOSTER CLUB
1711 THIRD AVE INC
180 TURNING LIVES AROUND, INC.
1 SOLDIER 1 DOG 1 TEAM INC
1ST CONFEDERATE BATTALION - TILGHMANS BRIGADE
200 CLUB OF MONMOUTH COUNTY INC
2013-2014 CANES
2013-2014 SHREWSBURY CANES
2015-16 SHREWSBURY CANES
222 CHURCH MULTIPLICATION NETWORK INC
242 FOUNDATION INC
335 CORPORATION
335 CORPORATION KNIGHTS OF COLUMBUS HOME
3 Hearts 4 Paws Animal Rescue
3 RX FOUNDATION
3 Sisters Forever Rescue
439 JERSEY SHORE CHAPTER OF TROUT UNLIMITED
45 NORTH KINGSTON AVENUE INC
10 UP
1409 GREENWOOD AVENUE CORPORATION
150TH SPECIAL OPERATIONS SQUADRON BOOSTER CLUB
1711 THIRD AVE INC
180 TURNING LIVES AROUND, INC.
1 SOLDIER 1 DOG 1 TEAM INC
1ST CONFEDERATE BATTALION - TILGHMANS BRIGADE
200 CLUB OF MONMOUTH COUNTY INC
2013-2014 CANES
2013-2014 SHREWSBURY CANES
2015-16 SHREWSBURY CANES
222 CHURCH MULTIPLICATION NETWORK INC
242 FOUNDATION INC
335 CORPORATION
335 CORPORATION KNIGHTS OF COLUMBUS HOME
3 Hearts 4 Paws Animal Rescue
3 RX FOUNDATION
3 Sisters Forever Rescue
439 JERSEY SHORE CHAPTER OF TROUT UNLIMITED
45 NORTH KINGSTON AVENUE INC
10 UP
1409 GREENWOOD AVENUE CORPORATION
150TH SPECIAL OPERATIONS SQUADRON BOOSTER CLUB
1711 THIRD AVE INC
180 TURNING LIVES AROUND, INC.
1 SOLDIER 1 DOG 1 TEAM INC
1ST CONFEDERATE BATTALION - TILGHMANS BRIGADE
200 CLUB OF MONMOUTH COUNTY INC
2013-2014 CANES
2013-2014 SHREWSBURY CANES
2015-16 SHREWSBURY CANES
222 CHURCH MULTIPLICATION NETWORK INC
242 FOUNDATION INC
335 CORPORATION
335 CORPORATION KNIGHTS OF COLUMBUS HOME
3 Hearts 4 Paws Animal Rescue
3 RX FOUNDATION
3 Sisters Forever Rescue
439 JERSEY SHORE CHAPTER OF TROUT UNLIMITED
45 NORTH KINGSTON AVENUE INC
Nonprofit Organization
4218 Active
4218
Organizations
Community Partners198 organizations
BOROUGH OF BRIELLE
Municipal Government·BRIELLE
BOROUGH OF EATONTOWN
Municipal Government·EATONTOWN
BOROUGH OF FREEHOLD
Municipal Government·FREEHOLD
BOROUGH OF KEANSBURG
Municipal Government·KEANSBURG
BOROUGH OF LAKE COMO
Municipal Government·BELMAR
BOROUGH OF LITTLE SILVER
Municipal Government·LITTLE SILVER
BOROUGH OF MANASQUAN
Municipal Government·MANASQUAN
BOROUGH OF OCEANPORT
Municipal Government·OCEANPORT
BOROUGH OF ROOSEVELT
Municipal Government·ROOSEVELT
BOROUGH OF SEA GIRT
Municipal Government·SEA GIRT
BOROUGH OF SHREWSBURY
Municipal Government·SHREWSBURY
CITY OF ASBURY PARK
Municipal Government·ASBURY PARK
COUNTY OF MONMOUTH
Municipal Government·FREEHOLD
TOWNSHIP OF MIDDLETOWN
Municipal Government·MIDDLETOWN
TOWNSHIP OF NEPTUNE
Municipal Government·NEPTUNE
TOWNSHIP OF OCEAN
Municipal Government·OAKHURST
TOWNSHIP OF UPPER FREEHOLD
Municipal Government·CREAM RIDGE
ABERDEEN TOWNSHIP FIRE DISTRICT 1
Special District·ABERDEEN
ABERDEEN TOWNSHIP FIRE DISTRICT 2
Special District·CLIFFWOOD
BAYSHORE REGIONAL SEWERAGE AUT
Special District·UNION BEACH
BOARD OF FIRE COMMISSIONERS
Special District·FREEHOLD
BOARD OF FIRE COMMISSIONERS DISTRICT #1 TWP OF BRICK
Special District·BRICK
BRICK TWP JOINT BD OF FIRE COM
Special District·BRICK
ENGLISHTOWN BOROUGH FIRE DISTRICT 1
Special District·ENGLISHTOWN
FREEHOLD TOWNSHIP FIRE DISTRICT 1
Special District·FREEHOLD
FREEHOLD TOWNSHIP FIRE DISTRICT 2
Special District·FREEHOLD
HAZLET FIRE DISTRICT 1
Special District·HAZLET
HAZLET TOWNSHIP BOARD OF FIRE COMMISSIONERS
Special District·HAZLET
HOWELL TOWNSHIP FIRE CO NO 2
Special District·FREEHOLD
HOWELL TOWNSHIP FIRE DISTRICT 1
Special District·FARMINGDALE
HOWELL TOWNSHIP FIRE DISTRICT 2
Special District·ADELPHIA
HOWELL TOWNSHIP FIRE DISTRICT 3
Special District·HOWELL
HOWELL TOWNSHIP FIRE DISTRICT 5
Special District·HOWELL
HOWELL TWSP FIRE DIST 1
Special District·FARMINGDALE
JERSEY SHORE REGIONAL HEALTH COMMISSION
Special District·TINTON FALLS
MANALAPAN TOWNSHIP FIRE DISTRICT 1
Special District·MANALAPAN
MANALAPAN TOWNSHIP FIRE DISTRICT 2
Special District·TENNENT
MANASQUAN RIVER REGIONAL SEWERAGE AUTHORITY
Special District·FARMINGDALE
MARLBORO TOWNSHIP FIRE DISTRICT 1
Special District·MARLBORO
MARLBORO TOWNSHIP FIRE DISTRICT 2
Special District·MORGANVILLE
MARLBORO TOWNSHIP FIRE DISTRICT 3
Special District·MORGANVILLE
MIDDLETOWN SEWERAGE AUTHORITY
Special District·BELFORD
NEPTUNE FIRE COMMISSIONERS
Special District·NEPTUNE
NEPTUNE TOWNSHIP FIRE DISTRICT 1
Special District·NEPTUNE
NEPTUNE TOWNSHIP (OCEAN GROVE) FIRE DISTRICT 2
Special District·OCEAN GROVE
OCEAN GROVE BD OF FIRE COMMISSIONERS
Special District·OCEAN GROVE
OCEAN TOWNSHIP FIRE DISTRICT 1
Special District·OAKHURST
OCEAN TOWNSHIP FIRE DISTRICT 2
Special District·OCEAN
SOUTHEAST MONMOUTH MUNICIPAL UTILITIES AUTHORITY
Special District·BRICK
SOUTH MONMOUTH REGIONAL SEWERAGE AUTHORITY
Special District·WALL TOWNSHIP
THE BOARD OF COMMISSIONERS FIRE DISTRICT NO.1 TOWNSHIP OF MILLSTONE, COUNTY OF C
Special District·CLARKSBURG
THE WALL TOWNSHIP FIRE DISTRICT #3
Special District·MANASQUAN
TINTON FALLS FIRE DISTRICT 1
Special District·TINTON FALLS
TINTON FALLS FIRE DISTRICT 2
Special District·TINTON FALLS
TWO RIVERS WATER RECLAMATION AUTHORITY
Special District·MONMOUTH BEACH
WALL TOWNSHIP FIRE DISTRICT 1
Special District·WALL
WALL TOWNSHIP FIRE DISTRICT 3
Special District·ALLENWOOD
AVON BY THE SEA EDUCATION FOUNDATION A NJ NONPROFI
School District·AVON BY THE SEA
LAKE COMO BOARD OF EDUCATION
School District·BELMAR
MONMOUTH COUNTY VOCATIONAL SCHOOL DISTRICT INC
School District·FREEHOLD
10 UP
Nonprofit Organization·Freehold
1409 GREENWOOD AVENUE CORPORATION
Nonprofit Organization·FREEHOLD
150TH SPECIAL OPERATIONS SQUADRON BOOSTER CLUB
Nonprofit Organization·SPRING LAKE
1711 THIRD AVE INC
Nonprofit Organization·FREEHOLD
180 TURNING LIVES AROUND, INC.
Nonprofit Organization·HAZLET
1 SOLDIER 1 DOG 1 TEAM INC
Nonprofit Organization·MANALAPAN
1ST CONFEDERATE BATTALION - TILGHMANS BRIGADE
Nonprofit Organization·West Long Branch
200 CLUB OF MONMOUTH COUNTY INC
Nonprofit Organization·FREEHOLD
2013-2014 CANES
Nonprofit Organization·Shrewsbury
2013-2014 SHREWSBURY CANES
Nonprofit Organization·Shrewsbury
2015-16 SHREWSBURY CANES
Nonprofit Organization·SHREWSBURY
222 CHURCH MULTIPLICATION NETWORK INC
Nonprofit Organization·Keyport
242 FOUNDATION INC
Nonprofit Organization·Brick
335 CORPORATION
Nonprofit Organization·Long Branch
335 CORPORATION KNIGHTS OF COLUMBUS HOME
Nonprofit Organization·West Long Branch
3 Hearts 4 Paws Animal Rescue
Nonprofit Organization·Morganville
3 RX FOUNDATION
Nonprofit Organization·MANALAPAN
3 Sisters Forever Rescue
Nonprofit Organization·Freehold
439 JERSEY SHORE CHAPTER OF TROUT UNLIMITED
Nonprofit Organization·OAKHURST
45 NORTH KINGSTON AVENUE INC
Nonprofit Organization·FREEHOLD
4D MATH ALLIANCE INC
Nonprofit Organization·HOLMDEL
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Freehold
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Freehold
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Freehold
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Freehold
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Freehold
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Freehold
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Freehold
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Freehold
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Freehold
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Freehold
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Freehold
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Freehold
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Freehold
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Freehold
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Freehold
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Freehold
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Freehold
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Freehold
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Freehold
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Freehold
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Freehold
4 LITTLE SOULS AND FRIENDS INC
Nonprofit Organization·Cream Ridge
4TH NJ VOLUNTEER REGIMENT
Nonprofit Organization·Brick
50 WAYS FOUNDATION INC
Nonprofit Organization·MORGANVILLE
5-5-5 Firefighter Fitness Inc
Nonprofit Organization·Allentown
5HELP FOUNDATION A NJ NONPROFIT CORP
Nonprofit Organization·FREEHOLD
631 PIETA PLACE INC
Nonprofit Organization·FREEHOLD
9TH STREET CIVIC CLUB
Nonprofit Organization·Little Silver
A 2 Z ACHIEVEMENT ACADEMY INC
Nonprofit Organization·Freehold