PSI Advisors, LLC

RIASEC RegisteredEst. 2017

Total AUM

$801M

Discretionary

$801M

100% of AUM

Avg account

$247K

Accounts

3,237

Employees

Advisory reps

Firm details

Headquarters: Tampa, Florida
CRD number: 285880
Registered since: January 3, 2017
Website: www.psiadvisor.com
Custodians: LPL FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI58.32%
Individuals36.18%
Corporations / Businesses4.44%
Pension & Profit Sharing Plans1.01%
Charitable Organizations0.05%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

PSI Advisors, LLC is an independent registered investment adviser formed as an LLC in 2017 and owned by an individual. The firm serves both individuals and families as well as institutional clients and positions itself as a capital allocator that blends public funds with third‑party alternative investments. Core advisory offerings include financial planning, portfolio management for individuals/small businesses and for business or institutional clients, selection of other advisers, pension consulting services, and educational seminars/workshops. Its fee arrangements include percentage of AUM, hourly charges, and fixed fees. PSI Advisors does not describe itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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

Asset composition

Public Funds/Mutual Funds58%
Exchange Traded Equities28%
Cash & Cash Equivalents6%
Non-Investment Grade Corp Bonds4%
Other4%

Contacts

3 of 11

Brandan Teague
Investment Advisor Representative and Registered RepresentativeCRD 5737046
Joshua Zimmerman
Private Wealth ManagerCRD 6339141
Christopher Ferrell
Financial AdvisorCRD 5458895