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Professional Advisory Services

Professional Advisory Services is an investment advisor in Vero Beach with $1.05B assets under management.

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
591743313
SEC advisor number
801-14090
FINRA CRD number
105397
AUM ?
$1.05B (as of 17 Aug 21)
Accounts
1,009 (as of 17 Aug 21)
Employees
8 (8 investment advisory or research)
Address
Professional Advisory Services
2770 INDIAN RIVER BLVD SUITE 204
VERO BEACH
FL 32960
Phone
7727780552

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 70 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$31.12M 11.67K 12.48K -6.5
$28.27M 475.64K 444.98K +6.9
$28.02M 186.3K 187.77K -0.8
$27.97M 99.21K 110.98K -10.6
$26.47M 8.06K 7.99K +0.9
$26.44M 70.92K 66.91K +6.0
$26.31M 95K 92.31K +2.9
$25.4M 74.84K 77.62K -3.6
$25.2M 138.46K 154.98K -10.7
$24.79M 422.6K 398.39K +6.1
$23.81M 121.48K 122.75K -1.0
$23.48M 869.14K 783.56K +10.9
$23.37M 88.6K 89.1K -0.6
$22.56M 180K 179.97K 0
$21.93M 120.41K 108.67K +10.8
$21.9M 267.78K 248.7K +7.7
$21.04M 130.28K 130.37K -0.1
$20.73M 139.43K 136.69K +2.0
$19.69M 61.55K 69.55K -11.5
$19.48M 242.98K 211.88K +14.7
$19.02M 89.65K 95.22K -5.8
$18.87M 364.46K 417.43K -12.7
$18.64M 282.53K 282.77K -0.1
$16.7M 99.69K 100.34K -0.6
$16.44M 257.2K 250.33K +2.7
$15.27M 87.12K 78.92K +10.4
$13.66M 96.56K 104.79K -7.8
$13.21M 31.09K 34.09K -8.8
$12.99M 119.73K 118.76K +0.8
$12.85M 49.38K 52.45K -5.9
$12.64M 24.51K 25.23K -2.8
$4.87M 24.08K 23.89K +0.8
$1.61M 11.54K 11.54K 0
$1.35M 3.14K 3.18K -1.1
$1.17M 27.18K 26.93K +0.9
$799K 3.63K 3.63K 0
$726K 5K 5K 0
$677K 4K 4K 0
$665K 2.77K 4.04K -31.3
$612K 1.07K 1.07K 0
$591K 1.8K 1.87K -3.7
$550K 7.32K 7.32K 0
$534K 6.13K 6.13K 0
$520K 6.62K 9.32K -29.0
$498K 3.59K 3.45K +4.1
$488K 8.29K 8.14K +1.8
$487K 2.4K 2.4K 0
$473K 4.21K 4.11K +2.3
$432K 1.5K 1.5K 0
$416K 4.1K 4.1K 0
Holdings list only includes long positions. Only includes long positions.

Calendar

3 Dec 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings