Professional Advisory Services

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Grosse Pointe Park, Michigan
CRD number
333315
Fee structure
Hourly Charges

Firm profile

FINTRX

Overview

Professional Advisory Services is an independent registered investment adviser organized as a Michigan limited liability company and owned by an individual. The firm bills clients on an hourly basis, suggesting a focus on advisory engagements that are project- or advice-centric rather than asset-based ongoing wealth management. It does not market itself as a multi-state adviser, does not identify as an active ESG investor, and is not positioned as a pension consultant or capital allocator. The firm maintains an industry affiliation as a real estate broker, which may inform its advisory perspective and the types of investment opportunities it sources or evaluates for clients. Other business and advisory activity fields are not disclosed in the source information.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Phillip Vanburen

    SalesCRD 1201899

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Grosse Pointe Park, MI

Wayne

Location

Grosse Pointe Park, MI

Headquartered in Grosse Pointe Park, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.

Metro area
Detroit-Warren-Ann Arbor, MI
Region
Midwest
County
Wayne
Address
14950 E Jefferson Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth