Overview
Assets Under Management: $2.4 billion
Headquarters: LAKE MARY, FL
High-Net-Worth Clients: 67
Average Client Assets: $6.9 million
Frequently Asked Questions
LAMCO ADVISORY SERVICES INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #111727), LAMCO ADVISORY SERVICES INC. is subject to fiduciary duty under federal law.
LAMCO ADVISORY SERVICES INC. is headquartered in LAKE MARY, FL.
LAMCO ADVISORY SERVICES INC. serves 67 high-net-worth clients according to their SEC filing dated August 03, 2018. View client details ↓
According to their SEC Form ADV, LAMCO ADVISORY SERVICES INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
LAMCO ADVISORY SERVICES INC. manages $2.4 billion in client assets according to their SEC filing dated August 03, 2018.
According to their SEC Form ADV, LAMCO ADVISORY SERVICES INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 67
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 19.02%
Average Client Assets: $6.9 million
Total Client Accounts: 579
Discretionary Accounts: 515
Non-Discretionary Accounts: 64
Regulatory Filings
CRD Number: 111727
Filing ID: 1232531
Last Filing Date: 2018-08-03 15:19:00