Professional Advisory Services Inc
Firm details
- Headquarters
- Vero Beach, Florida
- CRD number
- 105397
- Registered since
- October 11, 1978
- Website
- www.pa-services.com
- Custodians
- THE BANK OF NEW YORK MELLON
- Fee structure
- Percentage of AUM
- Client types
- HNWI80.69%
- Individuals15.8%
- Pension & Profit Sharing Plans1.61%
- Corporations / Businesses1.25%
- Charitable Organizations0.65%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Professional Advisory Services Inc is an independent registered investment adviser organized as a corporation and controlled by an individual owner. The firm is SEC-registered (initial registration 1978) and bills clients on a percentage-of-AUM fee schedule. Its client mix includes high-net-worth individuals and families as well as institutional relationships. Core advisory services emphasize financial planning and discretionary portfolio management for individuals and small businesses. The firm does not identify as an active ESG investor. Professional Advisory Services Inc received recognition from CNBC as one of the Top 100 Financial Advisory Firms in 2022.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities55%
- Investment Grade Corp Bonds34%
- Public Funds/Mutual Funds7%
- Cash & Cash Equivalents3%
- State & Local Bonds1%
Contacts
3 of 9
Jordan Bieber
Associate PartnerCRD 6441562
Jeremy Goldberg
Associate PartnerCRD 6514750
Robert Polackwich
Analyst & Portfolio ManagerCRD 4584978
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 20Active vs passive
$141M in ETFs
100%
$141M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P MID-CAP ETF (IJH) | BlackRock | Passive | Mid Cap Blend | $28M | 389,558 | 19.83% |
Location
Vero Beach, FL
Indian River
Location
Vero Beach, FL
Headquartered in Vero Beach, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Indian River
- Address
- 2770 Indian River Blvd
- Time zone
- ET (UTC-5)
- Office locations
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