Stock Pro

Overview

Stock Pro is a limited liability company that operates as a non‑independent retail registered investment adviser serving individuals and families. The firm is owned by an individual and combines advisory work with insurance brokerage activity. Its advisory services focus on portfolio management for individuals and small businesses, and the firm also produces periodic publications or newsletters. Compensation is reported as a percentage of assets under management plus other fee arrangements. Stock Pro is not structured as a capital allocator, does not describe itself as an ESG investor, and does not act as a pension consultant or a related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives