PKS INVESTMENT ADVISORS LLC

1801 Sweetbay Drive
Salisbury, Maryland 21804
Tel: 410-546-5600

About PKS INVESTMENT ADVISORS LLC

PKS INVESTMENT ADVISORS LLC, formally registered with the SEC as PKS INVESTMENT ADVISORS LLC. The firm was established in 05/08/2015. They have over 3 offices throughout the country.

PKS INVESTMENT ADVISORS LLC is a Salisbury, Maryland based Financial Planning firm with nearly $174,624,691 assets under management, offering retirement planning & investment advisory services to 771 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110147
SEC#	801-96235
Assets Managed by Firm	$174,624,691
No. of Clients	771
No. of Advisors	9

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (FINANCIAL CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	771	$174,624,691
Individuals (other than high net worth individuals)	322	$69,159,019
High net worth individuals	45	$83,985,747
Pension and profit sharing plans	14	$17,673,510
Corporations or other businesses	6	$3,806,415

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BROWN ADVISORY 901 South Bond Street, Suite 400 Baltimore, MD, 21231-3340	$108,331,371,643	23317	657
PROSHARE ADVISORS LLC 7272 Wisconsin Avenue, 21st Floor Bethesda, MD, 20814	$65,095,381,946	126	101
PNC CAPITAL ADVISORS LLC One East Pratt Street, Fifth Floor - East Baltimore, MD, 21202	$37,701,864,167	516	254

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