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MANAGED ACCOUNT SERVICES INC
MANAGED ACCOUNT SERVICES INC
INVESTOR SOLUTIONS
COCONUT GROVE, Florida
·
6 registered advisors
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CRD# 106532
SEC# 801-47251
0
305-443-3339
01
Firm Overview
AUM
$1.0B
Regulatory assets under management
Employees
11
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at MANAGED ACCOUNT SERVICES INC
6 registered advisors
Brett C. Fingerhut
COCONUT GROVE, Florida
CRD# 5129055
David Seiglie
COCONUT GROVE, Florida
CRD# 2762255
Francis Charles Armstrong
COCONUT GROVE, Florida
CRD# 7298
Louis Leonard Feldman
COCONUT GROVE, Florida
CFP
PFS
CRD# 5626909
Richard James Feldman
COCONUT GROVE, Florida
CRD# 2912080
Robert Joseph Gordon
COCONUT GROVE, Florida
CRD# 4346012
05
Office Locations
COCONUT GROVE, Florida
6 advisors
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Data sourced from SEC Form ADV filings. MANAGED ACCOUNT SERVICES INC (CRD# 106532) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.