firm profile
Professional Financial Management, Inc.
Overview
Professional Financial Management, Inc. is an SEC registered investment adviser based in Bozeman, MT, registered since 1993. It reports $304M in assets under management across 692 accounts, with 2 employees. It has 2 investment adviser representatives.
- Reported AUM
- $304M
- Discretionary
- 98%
- Accounts
- 692
- Average account
- $439K
- Employees
- 2
- Advisory reps
- 2
- Registered since
- 1993
- Jurisdictions
- 6
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Hourly Charges and Percentage of Assets
Executive officers 1 of 1
- Douglas Menzie Babcock President, Chief Compliance Officer CRD 2499954
Advisory reps 2 of 2
- Douglas Menzie Babcock Investment Adviser Rep CRD 2499954
- Brandon Michael Smith Investment Adviser Rep CRD 6469065
Location
- Headquarters
- 2066 Stadium Dr Ste 101
Bozeman, MT 59715 - County
- Gallatin
- Metro area
- Bozeman, MT
- Region
- West
Registrations
- SEC registered
- Registered in 6 jurisdictions
- Website: profinancialmgmt.com
Every state, with registration dates
Similar firms near Bozeman
- Bitterroot Capital Advisors LLCBozeman, MT$1.8B AUM
- XYPN SapphireBozeman, MT$1.3B AUM
- Destra Capital Advisors LLCBozeman, MT$464M AUM
- DFC Preferred Advisors LLCBozeman, MT$229M AUM
- Northfork AdvisorsBozeman, MT$108M AUM
request a demo
See what we have on Professional Financial Management, Inc.
We'll walk you through the full profile and how to find more firms like this one.