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| Professional Trading Services Brokerage LLC
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|---|---|
| CRD # | 119307 |
| SEC # | 801-136814 |
| CIK # | 0001166547 |
| AUM | $131.7 M (2026-06-30) |
| Employees | 18 (78% Investors, 100% Brokers) |
| Phone | 856-802-9400 |
| Address | Eastgate Business Center Mt Laurel, NJ 08054 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 495 | 122.4 |
| (b) Individuals (high net worth individuals) | 0 | 7.8 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0 | 1.5 |
| (n) Other | 0 | 0.0 |
| Total | 700 | 131.7 |
| By Discretionary | ||
| Discretionary | 685 | 128.0 |
| Non-Discretionary | 15 | 3.7 |
| Total | 700 | 131.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 131.7 | |
| Total | 700 | 131.7 |
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|---|---|---|
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Blue Line Capital LLC
✚
|
IL | 0.1 |
|
Advisor Compliance Partners LLC
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LMPG Wealth Advisors LLC
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AWR Investment Management LLC
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Imprint Wealth LLC
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1st Discount Brokerage Inc
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