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Professional Asset Management, INC

Professional Asset Management, INC. CRD 110212

Professional Asset Management, INC logo

CRD: 110212

Professional Asset Management, INC

(913) 558-5903
$11.6M Total AUM
$11.5M Disc. AUM
-- 3Y CAGR
2 Employees
20 ADV. Clients
41 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Jackson National Life
Clients
Retail
Platforms
Available
Established Date
07-09-1985
Office Locations
2

Office Locations

19440 W. 102nd Street Lenexa KS
-- Lenexa KS

About Professional Asset Management, INC

Professional Asset Management and Sales (P.A.M.S.) is a Dallas-Fort Worth real estate investment sales and property management firm focused on income-property investors in North Texas. It supports the full lifecycle-research and valuation, purchase, rehab, leasing, and ongoing management-and also offers concierge listings and cash-offer purchases. Since 1999, P.A.M.S. reports over $1B in home transactions and 30+ years of experience.

Team overview

-- AVG AGE
$5.8M AVG AUM / ADVISOR
$581.0K AVG AUM / CLIENT
13.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
41yrs Firm Age

Insights

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Asset Classes

Available

Custodian

Available

Investment Themes

Available

Investment Vehicles

Available

Platform

Available

Services

Available

Technology

Available

Owner & Executives

D

DANIEL TIMOTHY COMPTON

Chief Compliance Officer, President

CRD
#2243170
Ownership
75% or more
Available
Available
Available

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Contacts

G

GREGORY ADDISON

Principal

CRD
#6114482
Available
Available
Available

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $11,500,000 --
Non-Discretionary $120,000 --
Total $11,620,000 --

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
U.S. Government/Agency:
Available
Public Funds:
Available
Equity - Exchange:
Available
Cash:
Available
Asset class Assets Assets %
U.S. Government/Agency Available Available
Public Funds Available Available
Equity - Exchange Available Available
Cash Available Available
Total Available Available

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