PROFESSIONAL ADVISORY SERVICES

RIASEC 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 operates as a limited liability company and focuses on providing financial advisory services. The firm employs an hourly fee structure, which allows for flexibility in client engagements. While the firm does not actively pursue ESG investments, it does engage in various advisory activities tailored to meet the needs of its clients. The firm is not classified under a specific category, indicating a broad approach to its advisory services.

Assets & Accounts

Public Holdings

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth