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Professional Advisory Services Inc
PROFESSIONAL ADVISORY SERVICES INC is an SEC-registered investment adviser in VERO BEACH, FL, registered since 1978.
Professional Advisory Services Inc
PROFESSIONAL ADVISORY SERVICES INC is an SEC-registered investment adviser in VERO BEACH, FL, registered since 1978. The firm manages approximately $1.3 billion in regulatory assets. It has 13 employees and 9 investment advisers.
General information
Firm type
Single Family Office
Year founded
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AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Frequently asked questions
How does Professional Advisory Services Inc source proprietary deal flow?
The firm's deal sourcing is not publicly documented. As a private single-family office, it likely relies on existing relationships, investment banks, and direct outreach rather than a formalized sourcing machine. Without public disclosure, specifics remain speculative.
Is Professional Advisory Services Inc structured as a single family office or does it operate more like a venture firm?
Based on available information, the firm operates as a single-family office. There is no evidence of external capital raising, fund structures, or a venture-style approach. The name and lack of public presence suggest a mandate of managing a single family's wealth.
What investment stages does Professional Advisory Services Inc typically target?
The firm has not disclosed its typical investment stages. Without portfolio disclosures or public filings, it is impossible to confirm stage preference. Family offices often target a range from direct growth equity to buyout or real assets, but no specifics are available for this firm.
Does Professional Advisory Services Inc maintain philanthropic structures, and how are they separated?
There is no public record of philanthropic foundations or vehicles associated with Professional Advisory Services Inc. Many family offices operate separate charitable entities, but in this case, no such structures have been identified in any public source.
Where does the underlying wealth come from?
The wealth origin is not publicly disclosed. This is common among private family offices that choose not to publicize the source of wealth—whether from a business sale, inheritance, or other means. No credible public reporting exists on this topic.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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