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Building 2PROFESSIONAL ADVISORY SERVICES INC

Map pinVERO BEACH, FL
Phone772-778-0552
NotebookSEC #801-14090
Total AUM
$1.3B
Employees
13
Clients
628

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2770 INDIAN RIVER BLVD
SUITE 204
VERO BEACH
FL 32960
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
772-778-0552

ReceiptFinancials

Total AUM
$1.3B
Accounts
1,234
Discretionary
$1.3B
Accounts
1,234
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
344
AUM
$198.9M
HNW Individual Clients
252
AUM
$1B
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
6
AUM
$20.3M
Charitable Organization Clients
10
AUM
$8.1M
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
10
AUM
$15.7M
Other Clients
1
AUM
$0
Description of Other Clients
N/A

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGAIDLAMAMTNCNHNJNYPASCTNTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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