PERSONAL CHOICE FINANCIAL ADVISORS, LLC
SEC file number 801-40371
· CINCINNATI, OH
https://personalchoicefinancial.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$78.2M
Discretionary AUM
$68.4M
Employees
—
Clients
200
Firm
- Address
- 4555 LAKE FOREST DRIVE
CINCINNATI, OH 45242-3785 - Phone
- —
- Website
- https://personalchoicefinancial.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 2, 2026
Possible Form D name matches (not verified)
- Choice Financial Group Holdings, LLC Medium name-match confidence · CIK 1931117 · MD
-
Choice Financial Group Holdings, LLC · D · Feb 17, 2026$1.7M
-
Choice Financial Group Holdings, LLC · D · Sep 24, 2025$1.7M
-
Choice Financial Group Holdings, LLC · D · Sep 24, 2025$750K
-
Choice Financial Group Holdings, LLC · D · Sep 24, 2025$1.4M
-
Choice Financial Group Holdings, LLC · D · Sep 24, 2025$1.8M
-
Choice Financial Group Holdings, LLC · D · Sep 24, 2025$2.5M
-
Choice Financial Group Holdings, LLC · D · Sep 24, 2025$2.4M
-
Choice Financial Group Holdings, LLC · D · Sep 24, 2025$2.3M
-
Choice Financial Group Holdings, LLC · D · Sep 24, 2025$1.3M
-
Choice Financial Group Holdings, LLC · D · Sep 24, 2025$1.8M
-
Choice Financial Group Holdings, LLC · D · Sep 24, 2025$250K
-
Choice Financial Group Holdings, LLC · D · Sep 24, 2025$30K
-
Choice Financial Group Holdings, LLC · D · Sep 24, 2025$965K
-
Choice Financial Group Holdings, LLC · D · Sep 24, 2025$1.3M
-
Choice Financial Group Holdings, LLC · D · Sep 24, 2025$2.6M
-
Choice Financial Group Holdings, LLC · D · Sep 24, 2025$5.3M
-
Choice Financial Group Holdings, LLC · D · Sep 22, 2025$1.4M
-
Choice Financial Group Holdings, LLC · D · Sep 22, 2025$225K
-
Choice Financial Group Holdings, LLC · D · Sep 22, 2025$1.4M
-
Choice Financial Group Holdings, LLC · D · Sep 22, 2025$2.4M
-
Choice Financial Group Holdings, LLC · D · Sep 22, 2025$820K