Insights

Niche Market Focus Professional Financial Management specializes in objective, fee-only financial planning and investment advice for individuals and families, indicating an opportunity to target high-net-worth clients seeking personalized and transparent financial services.

Growth Potential With annual revenues estimated between 1 million and 10 million and a small team of fewer than 10 employees, the firm presents an opportunity for scalable service delivery and expansion via technology integrations and strategic partnerships.

Technology Stack Utilizing a range of web and analytics technologies such as MySQL, Google Analytics, and media players, the company is well-positioned to enhance digital engagement, presenting a sales avenue in offering advanced financial tech solutions or digital marketing services.

Competitive Landscape Being a smaller player in a competitive field dominated by giants like Fidelity and Charles Schwab suggests an opportunity for niche differentiation and personalized service offerings to attract clients seeking tailored advice.

Market Positioning Operating within the investment management industry with a clear focus on objective advice creates potential for cross-selling and partnership opportunities with larger financial institutions seeking boutique firm collaborations.

Similar companies to Professional Financial Management, Inc.

Professional Financial Management, Inc. Tech Stack

Professional Financial Management, Inc. uses 8 technology products and services including MySQL, Mustache, Video.js, and more. Explore Professional Financial Management, Inc.'s tech stack below.

MySQL
Database
Mustache
Javascript Frameworks
Video.js
Javascript Libraries
jQuery
Javascript Libraries
ScrollReveal
Javascript Libraries
MediaElement.js
Video Players
Google Analytics
Web Analytics
Apache
Web Servers

Media & News

Professional Financial Management, Inc.'s Email Address Formats

Professional Financial Management, Inc. uses at least 1 format(s):

Professional Financial Management, Inc. Email Formats	Example	Percentage
First.Last@pfmria.com	John.Doe@pfmria.com	38%
First.MiddleLast@pfmria.com	John.MichaelDoe@pfmria.com	12%
First@pfmria.com	John@pfmria.com	13%
First.Last@pfmria.com	John.Doe@pfmria.com	37%

Frequently Asked Questions

Where is Professional Financial Management, Inc.'s headquarters located?

Professional Financial Management, Inc.'s main headquarters is located at W6184 Aerotech Drive Appleton, Wisconsin 54914 United States. The company has employees across 2 continents, including North AmericaEurope.

What is Professional Financial Management, Inc.'s phone number?

You can contact Professional Financial Management, Inc.'s main corporate office by phone at

+1-920-687-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Professional Financial Management, Inc.'s official website and social media links?

Professional Financial Management, Inc.'s official website is pfmria.com and has social profiles on LinkedIn.

What is Professional Financial Management, Inc.'s SIC code NAICS code?

Professional Financial Management, Inc.'s SIC code is 8741 - Management Services NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Professional Financial Management, Inc. have currently?

As of February 2026, Professional Financial Management, Inc. has approximately 3 employees across 2 continents, including North AmericaEurope. Key team members include Chief Investment Officer: D. S.President: M. V. L.Founder: B. F.. Explore Professional Financial Management, Inc.'s employee directory with LeadIQ.

What industry does Professional Financial Management, Inc. belong to?

Professional Financial Management, Inc. operates in the Investment Management industry.

What technology does Professional Financial Management, Inc. use?

Professional Financial Management, Inc.'s tech stack includes MySQLMustacheVideo.jsjQueryScrollRevealMediaElement.jsGoogle AnalyticsApache.

What is Professional Financial Management, Inc.'s email format?

Professional Financial Management, Inc.'s email format typically follows the pattern of First.Last@pfmria.com. Find more Professional Financial Management, Inc. email formats with LeadIQ.

When was Professional Financial Management, Inc. founded?

Professional Financial Management, Inc. was founded in 2010.

Professional Financial Management, Inc.

Investment ManagementWisconsin, United States2-10 Employees

Professional Financial Management, Inc. is a Fee-Only, NAPFA registered investment management and financial planning firm. We offer services to individuals and families looking for objective investment advice, and fully integrated financial planning and analysis.