Investment adviser · CRD 152702

PROFESSIONAL PLANNING SERVICES

Investment adviser filing (IA)

PPS ADVISORS, INC.

HOLBROOK, NY, United States · Form ADV filed Jul 26, 2017

Regulatory AUM
$363M
Form ADV · Item 5.F
Client accounts
1,714
Accounts, not individual clients
Employees
18
Reported in this filing
Advisory professionals
11
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jul 26, 2017. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Publication of newsletters · Educational seminars

Compensation

Percentage of assets · Hourly · Fixed · Commissions

Principal office

4250 VETERANS MEMORIAL HIGHWAY, SUITE 100E
HOLBROOK, NY, 11741, United States

CRD 152702

Filing source

Form ADV 1127390 · Jul 26, 2017 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.