Professional Advisory Services Inc
Firm details
- Headquarters
- Vero Beach, Florida
- CRD number
- 105397
- Registered since
- October 11, 1978
- Website
- www.pa-services.com
- Custodians
- THE BANK OF NEW YORK MELLON
- Fee structure
- Percentage of AUM
- Client types
- HNWI80.69%
- Individuals15.8%
- Pension & Profit Sharing Plans1.61%
- Corporations / Businesses1.25%
- Charitable Organizations0.65%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Professional Advisory Services Inc is an independent, privately owned registered investment adviser that has been SEC-registered since 1978. The firm serves both individual and family clients as well as institutional investors, charging fees as a percentage of assets under management. Its stated advisory activities center on financial planning and discretionary portfolio management for individuals and small businesses. The firm indicates no formal ESG investing program and does not operate as a multi-state adviser or pension consultant. Professional Advisory Services Inc received placement on CNBC’s Top 100 Financial Advisory Firms list in 2022.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities55%
- Investment Grade Corp Bonds34%
- Public Funds/Mutual Funds7%
- Cash & Cash Equivalents3%
- State & Local Bonds1%
Contacts
3 of 9
Jeremy Goldberg
Associate PartnerCRD 6514750
David Jaffe
Managing Partner and PresidentCRD 2314921
Jordan Bieber
Associate PartnerCRD 6441562
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 19Active vs passive
$82.8M in ETFs
99%
$81.7M
0%
$1.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P MID-CAP ETF (IJH) | BlackRock | Passive | Mid Cap Blend | $30M | 389,361 | 36.25% |
Location
Vero Beach, FL
Indian River
Location
Vero Beach, FL
Headquartered in Vero Beach, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Indian River
- Address
- 2770 Indian River Blvd
- Time zone
- ET (UTC-5)
- Office locations
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