1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2NATIONAL ADVISORY SERVICE INC

Map pinNORTH PALM BEACH, FL
Phone800-762-7291
NotebookSEC #801-18610
Total AUM
$29.9M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
840 US HIGHWAY ONE, #100
NORTH PALM BEACH
FL 33408
USA
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
800-762-7291

ReceiptFinancials

Total AUM
$29.9M
Accounts
232
Discretionary
$29.9M
Accounts
232
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures
SRO Rule Violation
State Registrations
FLPA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account