PKS INVESTMENT ADVISORS LLC

SALISBURY, Maryland·5 registered advisors·CRD# 110147
SEC# 801-962352410-546-5600
01

Firm Overview

AUM
$175M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at PKS INVESTMENT ADVISORS LLC

5 registered advisors
Daniel Michael O'connell
SALISBURY, Maryland
Genevee Geneva Lekites
SALISBURY, Maryland
John Michael Stern
SALISBURY, Maryland
Timothy Anthony Gonzales
SALISBURY, Maryland
William Edwin Booth
SALISBURY, Maryland
05

Office Locations

SALISBURY, Maryland
5 advisors

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Data sourced from SEC Form ADV filings. PKS INVESTMENT ADVISORS LLC (CRD# 110147) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.