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Richard James Feldman

MANAGED ACCOUNT SERVICES INC·COCONUT GROVE, Florida
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2665 S. BAYSHORE DR., COCONUT GROVE, FL 33133CRD# 2912080Firm CRD# 106532
01

About

Richard James 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# 2912080
Firm CRD# 106532
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Richard James Feldman offer?
Richard James Feldman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in COCONUT GROVE, Florida for a consultation.
What are Richard James Feldman's credentials?
Richard James Feldman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard James Feldman located?
Richard James 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 Richard James Feldman charge for services?
Richard James 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
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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