Profit Strategies, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 112976
- Website
- www.profitstrategy.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals51.11%
- HNWI31.24%
- Pension & Profit Sharing Plans17.65%
- Services
- Portfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Profit Strategies, Inc. is a corporation that operates within the financial services industry, providing a range of advisory and investment management services. The firm caters to both individual and family clients, as well as institutional investors. Their business activities encompass insurance brokerage, accounting, and the sale of various financial products. Profit Strategies, Inc. focuses on portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. The firm does not actively engage in ESG investing and is not classified as a multi-state adviser.
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
- Public Funds/Mutual Funds53%
- Exchange Traded Equities46%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Sharon Martin
PresidentCRD 1099820
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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