Profit Strategies, Inc.
Profit Strategies, Inc. (CRD# 112976) is a financial advisory firm headquartered in Westlake Village, CA. They manage $9,682,150 in 98 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management10MILLION
Total Number of Accounts98ACCOUNTS
Average Account Value$98,797
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Sharon Martin (CRD# 1099820) is an Investment Advisor Representative working at Profit Strategies, Inc. in Redwood City, CA and has over 34 years of experience in the finance industry.