Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$242,395,217
Total clients
416
14% high-net worth
Total advisors
8
of 9 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
52
Average account size
$582,681
Up to 1.25% annually (negotiable, not to exceed 1.25%)
Commission compensation received from insurance product transactions.
$300 per hour for financial planning services.
Account minimum: $500,000 for fixed income portfolios
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Pks Investment Advisors Llc
1801 Sweetbay Drive
Salisbury MD 21804, United States
Number of offices
3
CFP®, Series 65
Salisbury, MD
Pks Investment Advisors Llc
CFP®, Series 65
Salisbury, MD
Pks Investment Advisors Llc
Series 65
Salisbury, MD
Pks Investment Advisors Llc
PFS™, Series 65
Salisbury, MD
Pks Investment Advisors Llc
Series 65
Salisbury, MD
Pks Investment Advisors Llc
PFS™, Series 65
Salisbury, MD
Pks Investment Advisors Llc
Series 65
Ocean City, MD
Pks Investment Advisors Llc
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