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Francis Charles Armstrong

MANAGED ACCOUNT SERVICES INC·COCONUT GROVE, Florida
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2665 S. BAYSHORE DR., COCONUT GROVE, FL 33133CRD# 7298Firm CRD# 106532
01

About

Francis Charles Armstrong is a registered financial advisor based in COCONUT GROVE, Florida, affiliated with MANAGED ACCOUNT SERVICES INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MANAGED ACCOUNT SERVICES INC
INVESTOR SOLUTIONS
AUM
$1.0B
Regulatory assets under management
Employees
11
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 7298
Firm CRD# 106532
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Francis Charles Armstrong offer?
Francis Charles Armstrong specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in COCONUT GROVE, Florida for a consultation.
What are Francis Charles Armstrong's credentials?
Francis Charles Armstrong is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Francis Charles Armstrong located?
Francis Charles Armstrong is based in COCONUT GROVE, Florida, working with MANAGED ACCOUNT SERVICES INC. Their office serves clients in the COCONUT GROVE metropolitan area and surrounding communities.
How does Francis Charles Armstrong charge for services?
Francis Charles Armstrong's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MANAGED ACCOUNT SERVICES INC?
MANAGED ACCOUNT SERVICES INC has approximately 11 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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