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Louis Leonard Feldman

MANAGED ACCOUNT SERVICES INC·COCONUT GROVE, Florida
CFPPFSSeries 6Series 63Series 65SIE
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2665 S. BAYSHORE DR., COCONUT GROVE, FL 33133CRD# 5626909Firm CRD# 106532
01

About

Louis Leonard Feldman 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
View all advisors at MANAGED ACCOUNT SERVICES INC →
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# 5626909
Firm CRD# 106532
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Louis Leonard Feldman offer?
Louis Leonard Feldman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in COCONUT GROVE, Florida for a consultation.
What are Louis Leonard Feldman's credentials?
Louis Leonard Feldman holds the following professional designations: CFP, PFS. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Louis Leonard Feldman located?
Louis Leonard Feldman 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 Louis Leonard Feldman charge for services?
Louis Leonard Feldman'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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City Guides
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Research
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