PERSONAL FINANCIAL GROUP
SEC file number 801-70718
· OVERLAND PARK, KS
https://personalcapital.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
$29.1M
Discretionary AUM
$29.1M
Employees
6
Clients
—
Firm
- Address
- 7007 COLLEGE BLVD.
OVERLAND PARK, KS 66211 - Phone
- —
- Website
- https://personalcapital.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)
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- W FINANCIAL FUND, LP Medium name-match confidence · CIK 1248244 · NY
- Palla Financial Inc. Medium name-match confidence · CIK 2065806 · FL
- F&M FINANCIAL CORP Medium name-match confidence · CIK 802119 · TN
- Analog Financial, Inc. Medium name-match confidence · CIK 2067351 · NY
- BNH Financial Medium name-match confidence · CIK 1886472 · NH
- ENB Financial Corp Medium name-match confidence · CIK 1437479 · PA
- HBT Financial, Inc. Medium name-match confidence · CIK 775215 · IL
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W FINANCIAL FUND, LP · D/A · Jan 29, 2025