PSI Advisors, LLC

RIASEC Registered
Total AUM
$801M
Discretionary
$801M
100% of AUM
Avg account
$247K
Accounts
3,237
Employees
22
Advisory reps
11

Firm details

Headquarters
Tampa, Florida
CRD number
285880
Registered since
January 3, 2017
Custodians
LPL FINANCIAL LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI58.32%
  • Individuals36.18%
  • Corporations / Businesses4.44%
  • Pension & Profit Sharing Plans1.01%
  • Charitable Organizations0.05%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

PSI Advisors, LLC is an independent registered investment adviser that is SEC-registered (registration year 2017). Structured as a limited liability company and owned by an individual, the firm describes itself as a capital allocator serving both individual and family clients as well as institutional accounts. Its advisory services include financial planning, portfolio management for individuals and small businesses as well as for institutions, selection of other advisers, pension-related consulting services, and educational seminars. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee options, which signals flexibility for different client types and engagement models. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 58%, Exchange Traded Equities 28%, Cash & Cash Equivalents 6%, Non-Investment Grade Corp Bonds 4%, Other 4%58%
  • Public Funds/Mutual Funds58%
  • Exchange Traded Equities28%
  • Cash & Cash Equivalents6%
  • Non-Investment Grade Corp Bonds4%
  • Other4%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 108

Active vs passive

$482M in ETFs

Passive

59%

$284M

Active

20%

$198M

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO QQQ TRUST SERIES 1 (QQQ)InvescoPassiveLarge Growth$54.2M73,62111.24%

Location

Primary office

Tampa, FL

Hillsborough

Location

Tampa, FL

Headquartered in Tampa, FL, in the South of the United States.

Region
South
County
Hillsborough
Address
13059 W Linebaugh Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth