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Building 2FLORIDA INVESTMENT ADVISORY SERVICES

Map pin
Phone561-393-6900
NotebookSEC #801-61319
Total AUM
$9.7M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 AM - 4:00 PM
Monday - Friday
Phone
561-393-6900

ReceiptFinancials

Total AUM
$9.7M
Accounts
138
Discretionary
$9.7M
Accounts
138
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementSecurities Ratings
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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