PROFIT STRATEGIES, INC.

PROFIT STRATEGIES, INC. is an SEC-registered investment adviser (CRD 112976). Regulatory assets under management: $27.7M.

Registration

• CRD: 112976
• Type: Registered investment adviser
• Phone: 818-707-8909
• Latest filing: 2026-07-24
• Regulatory AUM: $27.7M
• Discretionary AUM: $16.5M
• Non-discretionary AUM: $11.2M
• Clients: 1
• Accounts: 51

Business model

Compensation: % of AUM.

Clients served: High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 112976 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search