RIA Intel›Advisers›California›PROFIT STRATEGIES, INCORPORATED

PROFIT STRATEGIES, INCORPORATED

Advisory

CA

Data as of Jul 24, 2026 · Source: SEC Form ADV

Rank in CA

#4,006

of 5,480 advisers by AUM

Average account

$544K

across 51 accounts

AUM per adviser

$28M

1 advisers

Source: SEC Form ADV. Figures as filed Jul 24, 2026.

Total AUM

$28M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$28M

Discretionary AUM$17M

Non-Discretionary AUM$11M

Discretionary %59.6%

Total Clients50

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndMay

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

50 clients

7 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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