Professional Asset Strategies Inc (Casper)

Name: Professional Asset Strategies Inc
Address: 111 W. 2 Nd Street, Casper, WY, 82601
Telephone: 307-266-4525

Professional Asset Strategies Inc is a large advisory firm based in Casper. It manages $143.52 million of regulatory assets for 181 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Arizona, Connecticut, Texas, and Vermont.

Professional Asset Strategies provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Professional Asset Strategies: assets under management

The assets under management (AUM) of Professional Asset Strategies Inc is $143.52 million. The firm's AUM has grown by 17% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $92.51 million in discretionary accounts and $51.01 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $531.64 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $7.29 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Professional Asset Strategies Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Professional Asset Strategies Inc

Connie Ashmore Brezik has been acting as President since 1 Jan 1999. Alan Miles Rothstein joined the executive team most recently as the Vice President/Treasurer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Connie Ashmore Brezik	President	1 Jan 1999	25% - 50%	4370819
Norman Berk	Vice president/secretary	1 Jan 1999	25% - 50%	2800970
Alan Miles Rothstein	Vice president/treasurer	1 Jul 1999	25% - 50%	4370823
Kathryn Kindl Norris	Vice president	1 Jul 1999	Other	4378224

Based in Casper

The principal office where Professional Asset Strategies Inc performs its advisory services is located at 111 W. 2 Nd Street, Casper, WY 82601, which is also the mailing address of the firm. An additional office of the firm is in Birmingham, AL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 307-266-4525 or by fax 307-234-8554. The normal business hours are 8:30am - 5:00pm on Monday - Friday. You can find more information about the New York firm at profassets.com.