RIA Intelligence

PROFESSIONAL ASSET STRATEGIES INC

CRD #108999 SEC #801-54237 CASPER, WY 307-266-4525
SEC Registered
Total AUM
$143.5M
Discretionary
$92.5M
Employees
10
Clients
51
Accounts
181

Firm Details

Organization Type
Corporation
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 19, 2002
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
NORRIS, KATHRYN, KINDLIVICE PRESIDENTNA
BERK, NORMANIVICE PRESIDENT/SECRETARYC Control
BREZIK, CONNIE, ASHMOREIPRESIDENTC Control
ROTHSTEIN, ALAN, MILESIVICE PRESIDENT/TREASURERC Control

Registrations

Federal

IA
Mar 19, 2002 REGISTERED

Notice Filings (5)

AL AZ CT TX VT

Address

111 W. 2ND STREET
SUITE 608
CASPER, WY 82601
USA
Phone: 307-266-4525