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).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Profit Strategies, Inc.
Showing 1 - 1 of 1 top financial advisors.
Sharon A. Martin
CRD#: 1099820
255 Shoreline Drive, Suite 100, Redwood City, CA 94065

Sharon Martin (CRD# 1099820) is an Investment Advisor Representative working at Profit Strategies, Inc. in Redwood City, CA and has over 35 years of experience in the finance industry.

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