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PROFESSIONAL ASSET MANAGEMENT, INC.

Advisory

KS

Data as of Mar 9, 2026 · Source: SEC Form ADV

Average account
$166K
across 70 accounts
AUM per adviser
$6M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 9, 2026.

Total AUM
$12M
Discretionary %
99%
Clients
20
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$12M
Discretionary AUM$12M
Non-Discretionary AUM$120K
Discretionary %99%
Total Clients20
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InKS, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in KS

Closest by assets under management. All figures from Form ADV.

SAPPHIRE WEALTH PLANNING LLC
OVERLAND PARK, KS
$12M
FARRECIAN INVESTMENTS INC
WICHITA, KS
$12M
FIRST AMERICAN FINANCIAL ADVISORS, INC.
OVERLAND PARK, KS
$11M
SUNFLOWER ASSET MANAGEMENT INC.
LENEXA, KS
$11M
0.0% 1Y
INTRUST BROKERAGE INC.
WICHITA, KS
$12M
WATCHMAKER ADVISORS, LLC
OVERLAND PARK, KS
$11M
-66.3% 1Y

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