Profed Financial Advisors

Overview

Profed Financial Advisors is an institutional registered investment adviser organized as a limited liability company. The firm is classified as an Institutional RIA and is owned by a combination of a domestic entity and an individual. It functions in part as an insurance broker and lists an affiliation with a banking or thrift institution. Profed does not position itself as a capital allocator, does not report active ESG investing, and is not registered as a multi-state adviser. The adviser reports a fee structure categorized as “Other,” suggesting fees may be negotiated or based on non-standard arrangements rather than a simple asset-based or hourly model. It is not identified as a pension consultant, related adviser, or a newly formed adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices