Professional Advisory Services is an investment advisor in Vero Beach with $1.20 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
591743313
SEC advisor number
801-14090
FINRA CRD number
105397
AUM ?
$1.14 bn
(as of 29 Mar 24)
Accounts
1,214
(as of 29 Mar 24)
Employees
13
(8 investment advisory or research)
Address
Professional Advisory Services
2770 INDIAN RIVER BLVD SUITE 204
VERO BEACH
FL 32960
2770 INDIAN RIVER BLVD SUITE 204
VERO BEACH
FL 32960
Phone
7727780552
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
22 Apr 24
13F-HR
Quarterly holdings report by institutional manager
10 Jan 24
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
10 Jul 23
13F-HR
Quarterly holdings report by institutional manager
11 Apr 23
13F-HR
Quarterly holdings report by institutional manager
13 Jan 23
13F-HR
Quarterly holdings report by institutional manager
11 Oct 22
13F-HR
Quarterly holdings report by institutional manager
13 Jul 22
13F-HR
Quarterly holdings report by institutional manager
18 Apr 22
13F-HR
Quarterly holdings report by institutional manager
19 Jan 22