|
⚲
|
| Professional Advisory Services Inc
✚
|
|
|---|---|
| CRD # | 105397 |
| SEC # | 801-14090 |
| CIK # | 0000894205 |
| AUM | $1.2 B (2025-03-31) |
| Employees | 14 (64% Investors, 0% Brokers) |
| Phone | 772-778-0552 |
| Address | 2770 Indian River Blvd Vero Beach, FL 32960 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Johnson & Johnson | 2.8 | ||
| Alphabet Inc | 1.9 | ||
| Procter & Gamble Co | 1.8 | ||
| Nvidia Corp | 1.3 | ||
| International Business Machines Corp | 0.9 | ||
| Exxon Mobil Corp | 0.8 | ||
| Boeing Co | 0.8 | ||
| Home Depot Inc | 0.7 | ||
| Merck & Co Inc | 0.6 | ||
| Pfizer Inc | 0.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 364 | 210.9 |
| (b) Individuals (high net worth individuals) | 247 | 946.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 18.4 |
| (h) Charitable organizations | 10 | 7.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 12 | 18.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,245 | 1,201.4 |
| By Discretionary | ||
| Discretionary | 1,245 | 1,201.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,245 | 1,201.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,201.4 | |
| Total | 1,245 | 1,201.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000894205] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Baldwin Investment Management LLC
✚
|
PA | 1.2 |
|
Alterna Wealth Management Inc
✚
|
TX | 1.2 |
|
Financial Plan Inc
✚
|
WA | 1.2 |
|
Barlow Wealth Partners LLC
✚
|
KY | 1.2 |
|
J L Bainbridge & Co Inc
✚
|
FL | 1.2 |
|
ETZ Advisory LLC
✚
|
1.2 | |
|
Callahan Advisors LLC
✚
|
TX | 1.2 |
|
Class VI Family Office LLC
✚
|
CO | 1.2 |
|
Action Point Financial Planning LLC
✚
|
MI | 1.2 |
|
Wgshaheen & Associates Ltd
✚
|
NY | 1.2 |