CRD: 112976
Profit Strategies, Inc.
$27.7M Total AUM
$16.5M Disc. AUM
-- 3Y CAGR
1 Employees
50 ADV. Clients
25 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Prudential
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-17-2001
- Office Locations
- 1
Office Locations
31194 LA Baya Drive Suite 100 Westlake Village CA
About Profit Strategies, Inc.
Profit Strategies, Inc. is a Westlake Village, CA advisory and accounting firm serving business owners and entrepreneurs with CPA services, tax planning, portfolio construction, and insurance planning. Portfolios emphasize public funds and ETFs, with custody commonly through Charles Schwab. The firm is led by president Sharon Ann Martin.
Team overview
-- AVG AGE
$27.7M AVG AUM / ADVISOR
$554.4K AVG AUM / CLIENT
19.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
25yrs Firm Age
Insights
Available
Available
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Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
SHARON ANN MARTIN
President
- CRD
- #1099820
- 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 | $16,520,298 | -- |
| Non-Discretionary | $11,198,302 | -- |
| Total | $27,718,600 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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