Insights

Niche Market Focus Professional Financial Management, Inc. specializes in providing objective investment advice and integrated financial planning for individuals and families, indicating a potential upsell opportunity for advanced financial products or personalized advisory services.

Technology Adoption Utilizing a range of digital tools including MySQL, Google Analytics, and Video.js, the company demonstrates a modern approach that could be leveraged to introduce new fintech solutions or digital investment platforms to enhance client engagement.

Growth Potential With an annual revenue between 1 million and 10 million and a small team of 2 to 10 employees, the firm appears poised for strategic partnerships or scalable services that support growth without overwhelming their current operations.

Competitive Landscape Competing with large firms like Charles Schwab and Fidelity, this firm may benefit from customized solutions that highlight personalized service and niche expertise, appealing to clients seeking a more tailored investment experience.

Market Expansion Given the firm's focus on financial planning and management, there is an opportunity to introduce targeted marketing campaigns or financial education tools to attract high-net-worth individuals or underserved segments in the local Wisconsin market.

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

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 December 2025, Professional Financial Management, Inc. has approximately 3 employees across 1 continents, including North America. 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.