Professional Advisory Services

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

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
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May
Jun
ZI Rank
1
2
1
1
1
1

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
Professional Advisory Services's Social MediaPopular SearchesProfessional Advisory Services IncProfessional Advisory ServicesProfessional Advisory Services LLCMac Williams Insurance Svc IncPa Consultants IncSIC Code 62,628NAICS Code 52,523Show more

Professional Advisory Services Org Chart

PhoneEmail
KL
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Vice President & Portfolio Manager

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DJ
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Portfolio Manager

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JB
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Associate Partner and Portfolio Manager

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RD
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Portfolio Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Professional Advisory Ser...

<$5M
11-50
Private
-
1977
KL
Kenneth LigonVice President & Portfolio Manager
<$5M
11-50
Private
<$5M
2018
OT
Orest TarabanDirector, Growth, Risk & Optimization
<$5M
11-50
Private
-
2021
N/A
<$5M
1-10
Private
-
1986
CR
Cheryl RogersOffice Manager
<$5M
1-10
Private
-
2010
TB
Timothy BlackChief Operating Officer, Cco
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Professional Advisory Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Professional Advisory Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Professional Advisory Services.

Professional Advisory Services Tech Stack

A closer look at the technologies used by Professional Advisory Services

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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: goo.gl, reCAPTCHA, PHP, AppRiver
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?

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

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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