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Building 2ADVISORS MUTUAL SERVICE CENTER INC

Map pinWEST PALM BEACH, FL
Phone800-749-8900
NotebookSEC #801-16432
Total AUM
$50M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE CLEARLAKE CENTER 250 AUSTRALIAN AVE SUITE 1800
WEST PALM BEACH
FL 33401
USA
Operating Hours
9:00 AM TO 5:00 PM EST
Monday - Friday
Phone
800-749-8900

ReceiptFinancials

Total AUM
$50M
Accounts
147
Discretionary
$0
Accounts
0
Non-Discretionary
$50M
Accounts
147

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Dismissed Civil Action (Settlement)Other Regulator Order (Past 10 Years)Other Regulator Violation FindingPending Civil ProceedingSEC/CFTC Violation FindingSRO Rule Violation
State Registrations
FLIL

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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