| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Michael O'Connell Control | Managing Partner / President/Chief Compliance Officer | Under 5% | 2020 |
| Genevee Geneva Lekites | Member | 10-25% | 2022 |
| Pks & Company, P.A. Control | Owner | Over 75% | 1999 |
Pks Investment Advisors LLC reports $242.4 million in regulatory assets under management on its Form ADV.
Pks Investment Advisors LLC reports 9 employees.
Pks Investment Advisors LLC is based in Salisbury, MD and has been SEC-registered since 2015.
Pks Investment Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1801 Sweetbay Drive, Salisbury, MD 21804 |
| Phone | 410-546-5600 |
| Fax | 410-548-9576 |
| Office hours | 8:00 a.m.-5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
| Discretionary | $232.5M |
| Non-discretionary | $9.9M |
| Total (RAUM) | $242.4M |