Stock Pro

Overview

Stock Pro is a privately held limited liability company that operates as a non‑independent retail RIA serving individuals and families. The firm combines fee‑based portfolio management—charged as a percentage of assets under management and other fee arrangements—with insurance brokerage activity. Its advisory scope emphasizes direct portfolio management for individuals and small businesses and includes the publication of periodicals or newsletters. Stock Pro does not report active ESG investing, multi‑state adviser status, pension consulting, or a role as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives