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Pps Advisors, Inc. (Holbrook)


Pps Advisors, Inc. is a large advisory firm based in Holbrook. It manages $362.91 million of regulatory assets for 1,714 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of California, Connecticut, Florida, and 12 other states.

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Pps Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars and workshops. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Pps Advisors: assets under management

The assets under management (AUM) of Pps Advisors, Inc. is $362.91 million. The firm's AUM has grown by 932% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $352.15 million in discretionary accounts and $10.75 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $220.23 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $93.5 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Pps Advisors, Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Holbrook

The principal office where Pps Advisors, Inc. performs its advisory services is located at 4250 Veterans Memorial Highway, Holbrook, NY 11741, which is also the mailing address of the firm. An additional office of the firm is in Smithtown, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 800-634-3695 or by fax 631-439-4604. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at ppsadvisors.com.


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