Sign in Sign up for free

Psc Financial LLC (Bloomington)


Psc Financial LLC is an adviser based in Bloomington. It manages $60 million of regulatory assets for 100 client accounts. It has been registered with the SEC as an adviser since 2014.

Logo

Psc Financial provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Psc Financial: assets under management

The assets under management (AUM) of Psc Financial LLC is $60 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $60 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $600 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Psc Financial LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Bloomington

The principal office where Psc Financial LLC performs its advisory services is located at 7900 International Drive, Bloomington, MN 55425, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 952-777-3955 or by fax 952-777-3929. The normal business hours are 8:00 to 5:00 on Monday - Friday. You can find more information about the New York firm at pscfinancial.com/.


Registered investment advisers similar to Psc Financial LLC