P
$15.7M Total AUM
$15.7M Disc. AUM
-- 3Y CAGR
1 Employees
19 ADV. Clients
24 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-19-2001
- Office Locations
- 1
Office Locations
-- Prescott WI
About PRO Advisors, Ltd. DBA R J Pickle Financial Services
PRO Advisors, Ltd. DBA R J Pickle Financial Services is a Prescott-based RIA. The firm has been operating for 24 years. Managing $15.7M in total assets under management, with 1 advisory representatives. They custody assets with Altruist.
Team overview
73 AVG AGE
$15.7M AVG AUM / ADVISOR
$826.6K AVG AUM / CLIENT
24.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
24yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
R
RICKY JOE PICKLE
Owner
- CRD
- #1621705
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,704,774 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,704,774 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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