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Building 2LAMCO ADVISORY SERVICES INC.

Map pinLAKE MARY, FL
Phone407-585-1160
NotebookSEC #801-40331
Total AUM
$3.5B
Employees
13
Clients
238

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1525 INTERNATIONAL PARKWAY
SUITE 2071
LAKE MARY
FL 32746
United States
Operating Hours
8:30 AM TO 4:30 PM
Monday - Friday
Phone
407-585-1160

ReceiptFinancials

Total AUM
$3.5B
Accounts
643
Discretionary
$2B
Accounts
579
Non-Discretionary
$1.5B
Accounts
64

ContactClients

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Individual Clients
56
AUM
$17.8M
HNW Individual Clients
96
AUM
$572.3M
Pension/Profit Sharing Plan Clients
72
AUM
$2.8B
Charitable Organization Clients
10
AUM
$87.5M
Investment Advisor Clients
1
AUM
$41.1M
Corporation or Business Clients
3
AUM
$7.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
SUB-ADVISORY SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMANJNYRITX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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