RIA Intel›Advisers›Florida›PROFESSIONAL ADVISORY SERVICES INC

PROFESSIONAL ADVISORY SERVICES INC

Advisory

N·VERO BEACH, FL

Data as of Mar 27, 2026 · Source: SEC Form ADV

Total AUM
$1.3B
1-Year AUM Growth
+5.0%
3-Year CAGR
+0.1%
Employees
9
Assets Under Management
Total AUM$1.3B
Discretionary AUM$1.3B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients641
Team
Total Employees9
Investment Advisers13
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record43
First FilingJan 25, 2001
Latest FilingMar 27, 2026
🔒 Full AUM trend chart and 43 historical filings spanning 25+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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