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PROFESSIONAL ADVISORY SERVICES INC

2770 Indian River Blvd
Suite 204
Vero Beach, Florida 32960
Tel: 772-778-0552

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About PROFESSIONAL ADVISORY SERVICES INC

PROFESSIONAL ADVISORY SERVICES INC, formally registered with the SEC as PROFESSIONAL ADVISORY SERVICES INC. The firm was established in 10/11/1978. They have over 1 offices throughout the country.

PROFESSIONAL ADVISORY SERVICES INC is a Vero Beach, Florida based Financial Planning firm with nearly $1,144,075,256 assets under management, offering retirement planning & investment advisory services to 1214 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#105397
SEC#801-14090
Assets Managed by Firm$1,144,075,256
No. of Clients1214
No. of Advisors13

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses

Firm Client Information

No. of ClientsAUM
Firm Total1214$1,144,075,256
Individuals (other than high net worth individuals)369$218,139,888
High net worth individuals243$890,068,771
Pension and profit sharing plans6$14,060,827
Charitable organizations10$6,917,599
Corporations or other businesses12$14,888,171

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