Falists
← Back to search

PTS BROKERAGE, LLC

PROFESSIONAL TRADING SERVICES BROKERAGE, LLC

CRD 119307

Visit website

EASTGATE BUSINESS CENTER, 125 C GAITHER DR, MT. LAUREL, NJ, 08054, United States

Phone

856-802-9400

Fax

856-802-9444

Registration

— (—)

Source

State registered

Total AUM

$131.7M

Discretionary AUM

$128.0M

Team

18 total employees; 14 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees; Commissions

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

Yes

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals495$122.4M

All web addresses on file

Official SEC filing: View on IAPD