Ppa Advisory Services, Inc. (Roswell)


Ppa Advisory Services, Inc. is a large advisory firm based in Roswell. It manages $173.66 million of regulatory assets for 386 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Florida and Georgia.

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

Ppa Advisory Services: assets under management

The assets under management (AUM) of Ppa Advisory Services, Inc. is $173.66 million. The firm's AUM has grown by 127% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $91.27 million in discretionary accounts and $82.39 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $295.37 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.07 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ppa Advisory Services, Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. 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 Ppa Advisory Services, Inc.

George Wyly Morris has been acting as President since 1 Apr 1985. Daniel Mark Dubay joined the executive team most recently as the Financial & Operations Principal, Cco.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Inc. Corporate Charities Owner 1 Apr 1985 75% - 100% 58-1486729
George Wyly Morris President 1 Apr 1985 Other 340445
Daniel Mark Dubay Financial & operations principal, cco 1 Apr 1992 Other 1876135

Based in Roswell

The principal office where Ppa Advisory Services, Inc. performs its advisory services is located at 500 Colonial Center Parkway,, Roswell, GA 30076 8853, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 770-998-8721 or by fax 770-992-4733. The normal business hours are 8:30-5:30pm on Monday - Friday. You can find more information about the New York firm at www.ppaadvisors.com.

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