Adviser Profile
| As of Date | 09/13/2026 |
| Registration status | Registration Changed to PROFESSIONAL TRADING SERVICES BROKERAGE, LLC |
| ADV Location | MT. LAUREL, NJ, United States |
| Contact Info | 856 xxxxxxx |
| Websites |
| AUM* | 131,700,000 63% |
| of that, discretionary | 128,000,000 62% |
| Number of Employees | 18 -10% |
| of those in investment advisory functions | 14 -18% |
| Private Fund GAV* | 0 |
| Avg Account Size | 188,143 30% |
| % High Net Worth | 0.80% 100% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
Reported AUM
1
1
1
1
Private Funds
No private funds