Professional Advisory Services

Q: What is Professional Advisory Services's official website?

Professional Advisory Services's official website is www.pa-services.com

Q: What is Professional Advisory Services's Revenue?

Professional Advisory Services's revenue is <$5 Million

Q: What is Professional Advisory Services's SIC code?

Professional Advisory Services's SIC: 62,628

Q: What is Professional Advisory Services's NAICS code?

Professional Advisory Services's NAICS: 52,523

Q: How many employees does Professional Advisory Services have?

Professional Advisory Services has 11-50 employees

Q: What industry does Professional Advisory Services belong to?

Professional Advisory Services is in the industry of: Finance , Securities Trading

Q: What is Professional Advisory Services competition?

Professional Advisory Services top competitors include: Wealth Advisory Services , Brooks Moore & Associates , Pillar Wealth Management , Strategic Income Management

Q: What technology does Professional Advisory Services use?

Some of the popular technologies that Professional Advisory Services uses are: AppRiver, Amazon Route 53, Cloudflare DNS, Liquidweb

Q: How do I contact Professional Advisory Services?

Professional Advisory Services contact info: Phone number: (772) 778-0552 Website: www.pa-services.com

Q: What does Professional Advisory Services do?

Professional Advisory Services, Inc. (PASI) is a family-run investment management firm based in Vero Beach, Florida, founded in 1977. The company specializes in providing personalized financial advisory services, including investment, wealth, asset, and money management. PASI is dedicated to helping clients achieve their financial goals through dis... ciplined investing and exceptional service, all while maintaining a strong commitment to integrity. Their target clients include individuals seeking professional guidance in managing their investments and financial planning. Read More

Finance · Florida, United States · 11-50 Employees

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Overview

Headquarters

2770 Indian River Blvd Ste 204, Vero Bea...

Phone Number

(772) 778-0552

Website

www.pa-services.com

Revenue

<$5 Million

Industry

Finance

Securities Trading

About Professional Advisory Services

Professional Advisory Services, Inc. (PASI) is a family-run investment management firm based in Vero Beach, Florida, founded in 1977. The company specializes in providing personalized financial advisory services, including investment, wealth, asset, and money management. PASI is dedicated to helping clients achieve their financial goals through disciplined investing and exceptional service, all while maintaining a strong commitment to integrity. Their target clients include individuals seeking professional guidance in managing their investments and financial planning.Explore more

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View contact profiles from Professional Advisory Services

SIC Code 62,628NAICS Code 52,523Show more

Professional Advisory Services Org Chart

Phone

David Jaffe

Managing Partner and President

Phone

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Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Professional Advisory Ser...

<$5M

11-50

Private

1977

David JaffeManaging Partner and President

Hohimer Wealth Management

<$5M

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<$5M

2018

Dodd LouisChief Compliance Officer

Capital Fiduciary Advisor...

<$5M

11-50

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2021

Elizabeth WainwrightSenior Wealth Advisor

Brooks Moore & Associates

<$5M

1-10

Private

1986

Cheryl RogersOffice Manager

Strategic Income Manageme...

<$5M

1-10

Private

2010

Timothy BlackCEO, Cco

Pillar Wealth Management

<$5M

1-10

Private

2008

N/A

Wealth Advisory Services

<$5M

1-10

Private

2003

Wm. LeePresident

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Professional Advisory Services Tech Stack

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Frequently Asked Questions Regarding Professional Advisory Services

What is Professional Advisory Services's official website?

Professional Advisory Services's official website is www.pa-services.com

What is Professional Advisory Services's Revenue?

Professional Advisory Services's revenue is <$5 Million

What is Professional Advisory Services's SIC code?

Professional Advisory Services's SIC: 62,628

What is Professional Advisory Services's NAICS code?

Professional Advisory Services's NAICS: 52,523

How many employees does Professional Advisory Services have?

Professional Advisory Services has 11-50 employees

What industry does Professional Advisory Services belong to?

Professional Advisory Services is in the industry of: Finance, Securities Trading

What is Professional Advisory Services competition?

Professional Advisory Services top competitors include: Wealth Advisory Services, Brooks Moore & Associates, Pillar Wealth Management, Strategic Income Management

What technology does Professional Advisory Services use?

Some of the popular technologies that Professional Advisory Services uses are: AppRiver, Amazon Route 53, Cloudflare DNS, Liquidweb

How do I contact Professional Advisory Services?

Professional Advisory Services contact info: Phone number: (772) 778-0552 Website: www.pa-services.com

What does Professional Advisory Services do?

What are Professional Advisory Services social media links?

Professional Advisory Services Linkedin page Professional Advisory Services Twitter page Professional Advisory Services Facebook page

Is Professional Advisory Services a public company?

Professional Advisory Services is private company therefore does not currently have an official ticker symbol

See more information about Professional Advisory Services

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