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Professional Advisory Services
PROFESSIONAL ADVISORY SERVICES is an SEC-registered investment adviser in GROSSE POINTE PARK, MI. It has 1 employee and 1 investment adviser.
Professional Advisory Services
PROFESSIONAL ADVISORY SERVICES is an SEC-registered investment adviser in GROSSE POINTE PARK, MI. It has 1 employee and 1 investment adviser. The firm is based in Michigan.
General information
Firm type
Asset Manager
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Grosse Pointe Park
Corporate office
Vero Beach, FL, United States
Frequently asked questions
What services does Professional Advisory Services offer?
The firm offers portfolio management, financial planning, and retirement advisory services. Its investment approach spans equities, fixed income, and alternative allocations through third-party fund selection. The client base includes individuals and institutional accounts.
How is Professional Advisory Services structured as an investment adviser?
The firm operates as a registered investment adviser (RIA) under SEC or state regulation, depending on its assets under management. This structure imposes a fiduciary duty to clients and subjects the firm to compliance and disclosure obligations distinct from family offices or unregistered investment entities.
Does Professional Advisory Services manage proprietary family capital?
There is no public indication that the firm manages concentrated single-family wealth. Its structure as a multi-client RIA suggests a service model serving external individuals and institutional accounts rather than operating as a dedicated family office.
What investment strategies does Professional Advisory Services employ?
The firm constructs portfolios using publicly traded equities, investment-grade and municipal bonds, and selected alternative investments through third-party fund vehicles. Its strategy emphasizes long-term capital appreciation and income generation rather than venture capital or direct private equity deal-making.
Does the firm disclose its assets under management?
Professional Advisory Services does not publicly disclose its assets under management. Its regulatory filings may contain a gross AUM figure, but this is not actively published on the firm's website or through press releases.
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