Home
›
Firms
›
INVESTMENT ADVISORY SERVICES GROUP LLC
INVESTMENT ADVISORY SERVICES GROUP LLC
PALM WEALTH PARTNERS
BOCA RATON, Florida
·
2 registered advisors
·
CRD# 323361
SEC# 801-131285
0
(954) 632-2555
01
Firm Overview
AUM
$105M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: THIRD PARTY REFERRAL FEES
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at INVESTMENT ADVISORY SERVICES GROUP LLC
2 registered advisors
Leonard James Tomson
BOCA RATON, Florida
CFP
CRD# 5777554
Mario Joseph Basilone
BOCA RATON, Florida
CRD# 6035458
05
Office Locations
BOCA RATON, Florida
2 advisors
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. INVESTMENT ADVISORY SERVICES GROUP LLC (CRD# 323361) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.