RIA Intel›Advisers›Florida›MANAGED ACCOUNT SERVICES INC

MANAGED ACCOUNT SERVICES INC

Advisory

N·COCONUT GROVE, FL

Data as of Mar 18, 2021 · Source: SEC Form ADV

Total AUM

$1.0B

1-Year AUM Growth

+9.3%

3-Year CAGR

+6.8%

Employees

7

Assets Under Management

Total AUM$1.0B

Discretionary AUM$1.0B

Non-Discretionary AUM$22M

Discretionary %97.9%

Total Clients—

Team

Total Employees7

Investment Advisers11

Employee Growth (1Y)—

Filing History

Total Filings on Record41

First FilingFeb 26, 2001

Latest FilingMar 18, 2021

🔒 Full AUM trend chart and 41 historical filings spanning 20+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on MANAGED ACCOUNT SERVICES INC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.