Professional Advisory Services Inc
● SEC registered since 1978CRD 105397SEC# 801-14090Vero Beach, FL
Reg. AUM
$1.26B
Employees
13
Accounts
1,234
Location
Vero Beach, FL
Professional Advisory Services Inc assets under management
Professional Advisory Services Inc is an investment advisory firm registered with the SEC based in Vero Beach, FL. The firm has been registered since 1978. It reports $1.3 billion in regulatory assets under management and employs 13 people.
Professional Advisory Services Inc owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Carol Ligon Bieber Control | Vice President/Secretary/Treasurer, Class A Shareholder, Partner | 50-75% | 2004 |
| Christopher J Connett Control | Chief Compliance Officer | Under 5% | 2026 |
| David Alan Jaffe Control | President, Class A Shareholder, Partner | 50-75% | 2004 |
Frequently asked questions
How much does Professional Advisory Services Inc manage?
Professional Advisory Services Inc reports $1.3 billion in regulatory assets under management on its Form ADV.
How many employees does Professional Advisory Services Inc have?
Professional Advisory Services Inc reports 13 employees.
Where is Professional Advisory Services Inc located?
Professional Advisory Services Inc is based in Vero Beach, FL and has been SEC-registered since 1978.
Does Professional Advisory Services Inc disclose fund performance?
Professional Advisory Services Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2770 Indian River Blvd, Suite 204, Vero Beach, FL 32960 |
| Phone | 772-778-0552 |
| Fax | 772-770-2979 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 894205 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.26B▲ 5%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 29%
Larger than 71% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers
Assets under management
$1.26Bregulatory AUM
Discretionary $1.26B