Pysnik Financial, LLC

RIAState Registered

Total AUM

$45.2M

Discretionary

0% of AUM

Avg account

$753K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Pasadena, California
CRD number: 324261
Registered since: March 20, 2023
Website: pysnikfinancial.com
Custodians: CHARLES SCHWAB & CO., INC., CAPITAL CLIENT GROUP, INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI77.41%
Individuals22.59%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Pysnik Financial, LLC is an independent, California-registered advisory firm organized as an LLC and owned by an individual practitioner. The firm focuses on serving individual and family clients and positions itself as a capital allocator that also selects third-party advisers on behalf of clients. Its advisory services include financial planning and portfolio management for individuals, small businesses and institutional business clients; fee arrangements include a percentage of assets under management and hourly charges. The firm does not identify as an active ESG investor and operates from a single state registration in California.