PPS ADVISORS, INC.

PROFESSIONAL PLANNING SERVICES
HOLBROOK, New York·3 registered advisors·CRD# 152702
SEC# 801-71231800-634-3695
01

Firm Overview

AUM
$363M
Regulatory assets under management
Employees
18
Total firm employees
Advisors
3
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
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at PPS ADVISORS, INC.

3 registered advisors
David Joseph Mottes
HOLBROOK, New York
Gus James Catanzaro
HOLBROOK, New York
Lawrence Nicholas Passaretti
HOLBROOK, New York
05

Office Locations

HOLBROOK, New York
3 advisors

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Data sourced from SEC Form ADV filings. PPS ADVISORS, INC. (CRD# 152702) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.