Profit Strategies, Inc.

Profit Strategies, Inc. (CRD# 112976) is a financial advisory firm headquartered in Westlake Village, CA. They manage $20,591,966 in 23 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
31194 La Baya Dr., Suite 100, Westlake Village, CA 91362
http://www.profitstrategy.com
By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    23
    ACCOUNTS
  • Average Account Value
    $895,303
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Profit Strategies, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Sharon Martin, financial advisor Westlake Village CA
Sharon A. Martin
CRD#: 1099820
31194 La Baya Drive, Suite 100, Westlake Village, CA 91362

Sharon Martin (CRD# 1099820) is an Investment Advisor Representative working at Profit Strategies, Inc. in Westlake Village, CA and has over 41 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals