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PSI ADVISORS, LLC
CRD 285880 · SEC 801-108813
13059 W. LINEBAUGH AVE STE. 102, TAMPA, FL, 33626, United States
Phone
(813)343-3860
Fax
(813)444-0336
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$800.9M
Discretionary AUM
$800.9M
Team
22 total employees; 12 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1141 | $289.8M |
| High net worth individuals | 563 | $467.1M |
| Pension/profit sharing plans | 15 | $8.1M |
| Charitable organizations | 4 | $413K |
| Corporations/business entities | 22 | $35.6M |
States served
AL, CA, GA, IL, LA, MA, MI, NE, NY, NC, OH, PA, SC, TN, VA, MO, TX, NH, FL
All web addresses on file
- HTTP://WWW.ERICEATONFINANCIAL.COM
- HTTPS://WWW.FACEBOOK.COM/MARKSCHEIDTERASSOCIATES
- HTTP://WWW.TEAGUEADVISORS.COM
- HTTPS://WWW.FACEBOOK.COM/EATONFINANCIAL
- https://www.facebook.com/walkerwealthmanagement/
- https://www.eatonfinancialservices.com/
- https://planwithwalker.com
- https://www.facebook.com/profile.php?id=61557024767304
- https://www.linkedin.com/company/walker-wealth-management-llc
- HTTPS://WWW.LINKEDIN.COM/COMPANY/EATON-FINANCIAL
- HTTP://WWW.MARKSCHEIDTER.COM
- HTTPS://LPLFINANCIAL.LPL.COM/
- HTTP://WWW.PSIADVISOR.COM
- https://www.brgfin.com/
Official SEC filing: View on IAPD