← Back to searchVisit website
PROFESSIONAL ADVISORY SERVICES INC
CRD 105397 · SEC 801-14090
2770 INDIAN RIVER BLVD, SUITE 204, VERO BEACH, FL, 32960, United States
Phone
772-778-0552
Fax
772-770-2979
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.26B
Discretionary AUM
$1.26B
Team
13 total employees; 9 advisory reps
Clients
51-100
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 344 | $198.9M |
| High net worth individuals | 252 | $1.02B |
| Pension/profit sharing plans | 6 | $20.3M |
| Charitable organizations | 10 | $8.1M |
| Corporations/business entities | 10 | $15.7M |
States served
CA, GA, ID, LA, MA, MT, NJ, NY, NC, PA, SC, TN, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD