Professional Advisory Services Inc

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Portfolios
Track firms over time with portfolios. Click on the
to add to a portfolio.
List of Funds
Asset Managers in Boston
PE Firms in Boston
Hedge Funds in Boston
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
CAFR Data
Professional Advisory Services Inc
CRD #105397
SEC #801-14090
CIK #
AUM $798.8 MM (100% Disc, 100% US)
Employees9 (100% Investors, 0% Brokers)
Phone772-778-0552
Address2770 Indian River Blvd
Vero Beach, FL 32960
Source [IAPD] [Website]
Total AUM ($MM)
83566850133416702000200620132020
Sector Holding Cap ($MM) Value ($MM)
PEP163,770.019.1
NVS208,170.018.6
GOOG817,370.017.5
BKNG76,970.017.4
JNJ369,000.017.2
DIS171,070.017.2
FB491,090.016.4
MDT123,390.016.1
SYK70,520.015.2
TJX127,960.015.2
View All
Holdings by Sector ($)
0.50.40.30.20.10.02014201620182020
Comparable Firms State AUM ($BB)
Asset Advisors Corporation
GA 0.8
Weber Fulton Investment Counsel LLC
OH 0.8
Crown Capital Securities LP
CA 0.8
Telarray LLC
TN 0.8
Forte Capital LLC
NY 0.8
Lugano Financial Advisors SA
0.8
Patton Albertson Miller Group LLC
TN 0.8
Sonora Investment Management LLC
AZ 0.8
Asset Advisors Investment Management LLC
GA 0.8
Harold C Brown & Co LLC
NY 0.8
Terms of Service | Privacy Policy | User Guide
tony@aum13f.com