Active
PKS INVESTMENT ADVISORS LLC
Investment Advice|SALISBURY, MD
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$242.4M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 232.5M |
| Non-Discretionary | 9.9M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 110147 |
| SEC Number | 801-96235 |
| Street Address | 1801 SWEETBAY DRIVE |
| Location | SALISBURY, MD 21804 |
| Country | United States |
| Phone | 410-546-5600 |
| Fax | 410-548-9576 |
| Total Employees | 9 |
| Business Types | insurance_broker |
Client Count by Type (441 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 357 |
| High Net Worth Individual… | 59 |
| Pension/Profit Sharing Pl… | 17 |
| Corporations/Businesses | 8 |
Community Partners
CITY OF CRISFIELD
CITY OF FRUITLAND
CITY OF SALISBURY
COUNTY OF SOMERSET
TOWN OF PRINCESS ANNE
CITY OF CRISFIELD
CITY OF FRUITLAND
CITY OF SALISBURY
COUNTY OF SOMERSET
TOWN OF PRINCESS ANNE
CITY OF CRISFIELD
CITY OF FRUITLAND
CITY OF SALISBURY
COUNTY OF SOMERSET
TOWN OF PRINCESS ANNE
Municipal Government
5 Active
5
Organizations
BARKLEY BRANCH PUBLIC DRAINAGE ASSOCIATION
CRISFIELD HOUSING AUTHORITY
EASTERN SHORE REGIONAL LIBRARY
POLLITTS BRANCH AND UPPER DIVIDING CREEK PUB DRAINAGE ASSOC
SOMERSET SOIL CONSERVATION DISTRICT
TONYS BRANCH PUBLIC DRAINAGE ASSOCIATION
UPPER DIVIDING CREEK WATERSHED DISTRICT
UPPER MANOKIN PUBLIC DRAINAGE ASSOCIATION
WICOMICO NURSING HOME
BARKLEY BRANCH PUBLIC DRAINAGE ASSOCIATION
CRISFIELD HOUSING AUTHORITY
EASTERN SHORE REGIONAL LIBRARY
POLLITTS BRANCH AND UPPER DIVIDING CREEK PUB DRAINAGE ASSOC
SOMERSET SOIL CONSERVATION DISTRICT
TONYS BRANCH PUBLIC DRAINAGE ASSOCIATION
UPPER DIVIDING CREEK WATERSHED DISTRICT
UPPER MANOKIN PUBLIC DRAINAGE ASSOCIATION
WICOMICO NURSING HOME
BARKLEY BRANCH PUBLIC DRAINAGE ASSOCIATION
CRISFIELD HOUSING AUTHORITY
EASTERN SHORE REGIONAL LIBRARY
POLLITTS BRANCH AND UPPER DIVIDING CREEK PUB DRAINAGE ASSOC
SOMERSET SOIL CONSERVATION DISTRICT
TONYS BRANCH PUBLIC DRAINAGE ASSOCIATION
UPPER DIVIDING CREEK WATERSHED DISTRICT
UPPER MANOKIN PUBLIC DRAINAGE ASSOCIATION
WICOMICO NURSING HOME
Special District
9 Active
9
Organizations
SOMERSET CO SCHS
WICOMICO COUNTY BOARD OF EDUCATION
SOMERSET CO SCHS
WICOMICO COUNTY BOARD OF EDUCATION
SOMERSET CO SCHS
WICOMICO COUNTY BOARD OF EDUCATION
School District
2 Active
2
Organizations
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
50K SOULS INC
5 SECOND PAWS INC
ABU LAHAB TEMPLE 206 ANCIENT EGYPTIAN ARABIC ORDER NOBLE MYSTIC
ABUNDANT LIFE WOTM
ACADEMY OF MUSIC PERFORMANCE INC
ACCOHANNOCK INDIAN TRIBE INC
ACE MENTOR PROGRAM OF MARYLAND WICOMICO INC
AFRICAN-AMERICAN CULTURAL AND HISTORICAL MUSEUMINC
ALGONQUIN ULTRAS INC
ALPHA PHI OMEGA
ALPHA SIGMA PHI FRATERNITY INC
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
AMERICAN EX-PRISONERS OF WAR
AMERICAN FEDERATION OF GOVERNMENT EMPLOYEES
AMERICAN FRIENDS FOR THE PRESERVATION OF SAINT GERMAIN DES PRES INC
AMERICAN LEGION #16 STANLEY COCHRANE
AMERICAN LEGION 94 OLIVER T BEAUCHAMP JR
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
50K SOULS INC
5 SECOND PAWS INC
ABU LAHAB TEMPLE 206 ANCIENT EGYPTIAN ARABIC ORDER NOBLE MYSTIC
ABUNDANT LIFE WOTM
ACADEMY OF MUSIC PERFORMANCE INC
ACCOHANNOCK INDIAN TRIBE INC
ACE MENTOR PROGRAM OF MARYLAND WICOMICO INC
AFRICAN-AMERICAN CULTURAL AND HISTORICAL MUSEUMINC
ALGONQUIN ULTRAS INC
ALPHA PHI OMEGA
ALPHA SIGMA PHI FRATERNITY INC
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
AMERICAN EX-PRISONERS OF WAR
AMERICAN FEDERATION OF GOVERNMENT EMPLOYEES
AMERICAN FRIENDS FOR THE PRESERVATION OF SAINT GERMAIN DES PRES INC
AMERICAN LEGION #16 STANLEY COCHRANE
AMERICAN LEGION 94 OLIVER T BEAUCHAMP JR
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
50K SOULS INC
5 SECOND PAWS INC
ABU LAHAB TEMPLE 206 ANCIENT EGYPTIAN ARABIC ORDER NOBLE MYSTIC
ABUNDANT LIFE WOTM
ACADEMY OF MUSIC PERFORMANCE INC
ACCOHANNOCK INDIAN TRIBE INC
ACE MENTOR PROGRAM OF MARYLAND WICOMICO INC
AFRICAN-AMERICAN CULTURAL AND HISTORICAL MUSEUMINC
ALGONQUIN ULTRAS INC
ALPHA PHI OMEGA
ALPHA SIGMA PHI FRATERNITY INC
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
AMERICAN EX-PRISONERS OF WAR
AMERICAN FEDERATION OF GOVERNMENT EMPLOYEES
AMERICAN FRIENDS FOR THE PRESERVATION OF SAINT GERMAIN DES PRES INC
AMERICAN LEGION #16 STANLEY COCHRANE
AMERICAN LEGION 94 OLIVER T BEAUCHAMP JR
Nonprofit Organization
646 Active
646
Organizations
Community Partners66 organizations
CITY OF SALISBURY
Municipal Government·SALISBURY
BARKLEY BRANCH PUBLIC DRAINAGE ASSOCIATION
Special District·SALISBURY
CRISFIELD HOUSING AUTHORITY
Special District·CRISFIELD
EASTERN SHORE REGIONAL LIBRARY
Special District·SALISBURY
POLLITTS BRANCH AND UPPER DIVIDING CREEK PUB DRAINAGE ASSOC
Special District·FRUITLAND
SOMERSET SOIL CONSERVATION DISTRICT
Special District·PRINCESS ANNE
UPPER DIVIDING CREEK WATERSHED DISTRICT
Special District·SALISBURY
UPPER MANOKIN PUBLIC DRAINAGE ASSOCIATION
Special District·PRINCESS ANNE
WICOMICO NURSING HOME
Special District·SALISBURY
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Salisbury
50K SOULS INC
Nonprofit Organization·Fruitland
5 SECOND PAWS INC
Nonprofit Organization·Salisbury
ABU LAHAB TEMPLE 206 ANCIENT EGYPTIAN ARABIC ORDER NOBLE MYSTIC
Nonprofit Organization·SALISBURY
ABUNDANT LIFE WOTM
Nonprofit Organization·Salisbury
ACADEMY OF MUSIC PERFORMANCE INC
Nonprofit Organization·SALISBURY
ACCOHANNOCK INDIAN TRIBE INC
Nonprofit Organization·PRINCESS ANNE
ACE MENTOR PROGRAM OF MARYLAND WICOMICO INC
Nonprofit Organization·Salisbury
AFRICAN-AMERICAN CULTURAL AND HISTORICAL MUSEUMINC
Nonprofit Organization·PRINCESS ANNE
ALGONQUIN ULTRAS INC
Nonprofit Organization·FRUITLAND
ALPHA PHI OMEGA
Nonprofit Organization·Salisbury
ALPHA SIGMA PHI FRATERNITY INC
Nonprofit Organization·Salisbury
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
Nonprofit Organization·Salisbury
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
Nonprofit Organization·Salisbury
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
Nonprofit Organization·Salisbury
AMERICAN EX-PRISONERS OF WAR
Nonprofit Organization·salisbury
AMERICAN FEDERATION OF GOVERNMENT EMPLOYEES
Nonprofit Organization·Salisbury
AMERICAN FRIENDS FOR THE PRESERVATION OF SAINT GERMAIN DES PRES INC
Nonprofit Organization·SALISBURY
AMERICAN LEGION #16 STANLEY COCHRANE
Nonprofit Organization·CRISFIELD
AMERICAN LEGION 94 OLIVER T BEAUCHAMP JR
Nonprofit Organization·PRINCESS ANNE
AMERICAN LEGION AUXILIARY
Nonprofit Organization·SALISBURY
American Legion Auxiliary Dept of Maryland Wicomico Unit 64 Inc
Nonprofit Organization·SALISBURY
AMERICAN LEGION POST 64
Nonprofit Organization·Salisbury
AMERICAN POSTAL WORKERS UNION
Nonprofit Organization·Salisbury
AMERICAN ROSE SOCIETY
Nonprofit Organization·Salisbury
AMERICAN SOCIETY FOR CLINICAL LABORATORY SCIENCE
Nonprofit Organization·Salisbury
A MOTHERS CRY
Nonprofit Organization·SALISBURY
ANANTHA NARAYANA FOUNDATION INC
Nonprofit Organization·SALISBURY
ANCIENT FREE & ACCEPTED MASONS OF
Nonprofit Organization·SALISBURY
ANCIENT FREE & ACCEPTED MASONS OF MARYLAND
Nonprofit Organization·Crisfield
ANCIENT FREE & ACCEPTED MASONS OF MARYLAND
Nonprofit Organization·Princess Anne
ANNIES HANDS OUTREACH MINISTRY INC
Nonprofit Organization·Salisbury
A PET FOR LIFE INC
Nonprofit Organization·Salisbury
AROUND THE BAY FARMERS ALLIANCE INC
Nonprofit Organization·PRINCESS ANNE
ART INSTITUTE AND GALLERY OF SALISBURY
Nonprofit Organization·SALISBURY
ASCENSION HERMITAGE AND SANCTUARY INC
Nonprofit Organization·Westover
ASSOCIATION FOR LIFELONG LEARNING
Nonprofit Organization·Salisbury
AT-PROMISE YOUTH FOUNDATION
Nonprofit Organization·Salisbury
BACK ON TRACK MANAGEMENT SYSTEMS INC
Nonprofit Organization·Salisbury
BACK TO LIFE OUTREACH INC
Nonprofit Organization·SALISBURY
BAPTIST BOYS QUARTET INC
Nonprofit Organization·Princess Anne
BAXTER FAMILY CHARITABLE FOUNDATION
Nonprofit Organization·SALISBURY
BAY AREA CENTER FOR INDEPENDENT LIVING INC
Nonprofit Organization·SALISBURY
Bayshore Community Counseling Serv
Nonprofit Organization·Salisbury
BAYSHORE COMMUNITY COUNSELING SERVICES INC
Nonprofit Organization·SALISBURY
BAY SHORE SERVICES INC
Nonprofit Organization·SALISBURY
BEE
Nonprofit Organization·SALISBURY
BEECHWOOD CEMETERY INC
Nonprofit Organization·PRINCESS ANNE
BEHIND THE LINE INC
Nonprofit Organization·SALISBURY
BENEVOLENT AND PROTECTIVE ORDER OF ELKS 1044
Nonprofit Organization·CRISFIELD