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Professional Advisory Services Inc

● SEC registered since 1978CRD 105397SEC# 801-14090Vero Beach, FL
Export (members)
Reg. AUM
$1.2B
Employees
14
Accounts
1,245
Location
Vero Beach, FL

Professional Advisory Services Inc assets under management

Professional Advisory Services Inc is an investment advisory firm registered with the SEC based in Vero Beach, FL. The firm has been registered since 1978. It reports $1.2 billion in regulatory assets under management and employs 14 people.
www.pa-services.comView on SEC.gov ↗

Professional Advisory Services Inc owners & executives

2 reported
NameTitleOwnershipSince
Carol Ligon Bieber ControlVice President/Secretary/Treasurer/Chief Compliance Officer, Class A Shareholder, Partner50-75%2004
David Alan Jaffe ControlPresident, Class A Shareholder, Partner50-75%2004

Frequently asked questions

How much does Professional Advisory Services Inc manage?

Professional Advisory Services Inc reports $1.2 billion in regulatory assets under management on its Form ADV.

How many employees does Professional Advisory Services Inc have?

Professional Advisory Services Inc reports 14 employees.

Where is Professional Advisory Services Inc located?

Professional Advisory Services Inc is based in Vero Beach, FL and has been SEC-registered since 1978.

Does Professional Advisory Services Inc disclose fund performance?

Professional Advisory Services Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2770 Indian River Blvd, Suite 204, Vero Beach, FL 32960
Phone772-778-0552
Fax772-770-2979
Office hours9:00a.m. - 5:00p.m.
SEC regionMiami Regional Office (MIRO)
CIK894205
Discloses disciplinary historyNo

Assets under management

Discretionary$1.2B
Non-discretionary$0
Total (RAUM)$1.2B