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PROFIT STRATEGIES, INC.

PROFIT STRATEGIES, INCORPORATED

CRD 112976

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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United States

Registration

— (—)

Source

State registered

Total AUM

$28.9M

Discretionary AUM

$19.8M

Team

1 total employees; 1 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Corporation

Filing date

2025-07-11

Disciplinary history

No

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Services

Portfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals51$14.8M
High net worth individuals5$9.0M
Pension/profit sharing plans3$5.1M

All web addresses on file

Official SEC filing: View on IAPD