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Home > Retirement Planners > florida > vero beach > PROFESSIONAL ADVISORY SERVICES INC
PROFESSIONAL ADVISORY SERVICES INC
2770 Indian River Blvd
Suite 204
Vero Beach, Florida 32960
Tel: 772-778-0552
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 Status | Approved |
|---|---|
| Firm CRD# | 105397 |
| SEC# | 801-14090 |
| Assets Managed by Firm | $1,144,075,256 |
| No. of Clients | 1214 |
| No. of Advisors | 13 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1214 | $1,144,075,256 |
| Individuals (other than high net worth individuals) | 369 | $218,139,888 |
| High net worth individuals | 243 | $890,068,771 |
| Pension and profit sharing plans | 6 | $14,060,827 |
| Charitable organizations | 10 | $6,917,599 |
| Corporations or other businesses | 12 | $14,888,171 |
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|---|---|---|---|
| $397,045,307,119 | 26 | 2932 | |
| $120,567,542,959 | 727 | 189 | |
| $118,191,936,095 | 97020 | 845 | |
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| $92,968,371,160 | 146 | 264 |
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