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.
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.
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 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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
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/.