PSI ADVISORS, LLC
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
FINTRXOverview
PSI Advisors, LLC is an independent, privately owned registered investment adviser that began SEC registration in 2017 and operates as an LLC. The firm markets itself to both individual and family clients as well as institutional mandates and describes itself as a capital allocator that can select third‑party managers. Its advisory services include comprehensive financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, selection of other advisers, and educational workshops. Compensation is flexible—PSI uses percentage‑of‑AUM fees as well as hourly and fixed‑fee arrangements. The firm does not identify as an active ESG investor and reports an industry affiliation with an insurance company.
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 Funds58%
- Exchange Traded Equities28%
- Cash & Cash Equivalents6%
- Non-Investment Grade Corp Bonds4%
- Other4%
Contacts
3 of 11MARCUS BRANDENBURG
Investment Adviser RepresentativeCRD 2899667
Jeremy Martin
Client Services AssociateCRD 7698530
ERIC EATON
Financial PlannerCRD 2938571
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 99Active vs passive
$464M in ETFs
60%
$278M
19%
$186M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $47.8M | 624,896 | 10.31% |
Location
TAMPA, FL
HILLSBOROUGH
Location
TAMPA, FL
Headquartered in TAMPA, FL, in the South of the United States.
- Region
- South
- County
- HILLSBOROUGH
- Address
- 13059 W Linebaugh Ave
- Time zone
- ET (UTC-5)
- Office locations
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