PPA ADVISORY SERVICES, INC.
PPA ADVISORY SERVICES, INC. of ROSWELL, GA is an SEC-registered investment adviser (CRD 125930). Regulatory assets under management: $173.7M.
Registration
- CRD: 125930
- SEC file number: 801-66525
- Type: Registered investment adviser
- Location: 500 COLONIAL CENTER PARKWAY,, SUITE 600, ROSWELL, GA, 30076-8853
- Phone: 770-998-8721
- Latest filing: 2013-03-22
- Regulatory AUM: $173.7M
- Discretionary AUM: $91.3M
- Non-discretionary AUM: $82.4M
- Clients: 7
- Accounts: 386
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| MORRIS GEORGE WYLY | CHAIRMAN; PRESIDENT | — |
| DUBAY DANIEL MARK | CEO, CFO, CCO MANAGING PRINCIPAL; FINANCIAL & OPERATIONS PRINCIPAL, CCO; FINANCIAL & OPERATIONS PRINCIPAL, CHIEF COMPLIANCE OFFICER | — |
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