Professional Sector Management Inc is a large advisory firm based in Menlo Park. It manages $28.48 million of regulatory assets for 286 client accounts. It has been registered with the SEC as an adviser since 2001.
Professional Sector Management provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Professional Sector Management Inc is $28.48 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Professional Sector Management Inc for their services and products based on a percentage of assets under management and hourly charges. 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.
The principal office where Professional Sector Management Inc performs its advisory services is located at 2180 Sand Hill Road, Menlo Park, CA 94025, 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 650-233-7750 or by fax 650-233-7745. The normal business hours are 8am - 4pm on Monday - Friday. You can find more information about the New York firm at www.psmadvisor.com.