Professional Advisory Services Inc
Vero Beach, Florida
3.7
3 Reviews
Professional Advisory Services Inc is a highly reputable investment advisory firm based out of Vero Beach, FL. With over 370 individual clients, they oversee an impressive $1,030,857,000 in assets under management. Specializing in serving high net worth individuals, Professional Advisory Services Inc possesses extensive expertise in managing substantial portfolios. Despite 401K and individual accounts accounting for less than 30% of their assets under management, the firm has the capability to effectively handle employer funds. All assets managed by Professional Advisory Services Inc are discretionary, providing clients with a ha...
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Assets Under Mgmt

$1.03B

Investment Professionals

8

Locations

0

% 401K & Individual

22%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Services Provided Section
Portfolio management for individuals and/or small businesses
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