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Building 2MONEY CONCEPTS ADVISORY SERVICE

Map pinPALM BEACH GARDENS, FL
Phone561-472-2000
NotebookSEC #801-39736
Total AUM
$4.1B
Employees
478
Clients
17,032

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11440 JOG ROAD
PALM BEACH GARDENS
FL 33418
United States
Operating Hours
8:30 TO 5:30
Monday - Friday
Phone
561-472-2000
Other Offices
25

ReceiptFinancials

Total AUM
$4.1B
Accounts
17,032
Discretionary
$2.5B
Accounts
11,750
Non-Discretionary
$1.6B
Accounts
5,282

ContactClients

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Individual Clients
16,296
AUM
$3B
HNW Individual Clients
511
AUM
$993.5M
Pension/Profit Sharing Plan Clients
143
AUM
$37.4M
Charitable Organization Clients
31
AUM
$9M
Corporation or Business Clients
51
AUM
$24.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
GENERAL CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SOLICITOR FEE

Shield checkCompliance

Disclosures
Dismissed Civil Action (Settlement)Other Regulator Denial/Suspension/RevocationOther Regulator Order (Past 10 Years)Other Regulator Violation FindingPending Civil ProceedingSRO Rule Violation
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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