PPrivate Fund Data Log in Join · $37/mo

Investment Advisory Services Group LLC

● SEC registered since 2024CRD 323361SEC# 801-131285Boca Raton, FL
Export (members)
Reg. AUM
$132.1M
Employees
9
Accounts
1,066
Location
Boca Raton, FL

Investment Advisory Services Group LLC assets under management

Investment Advisory Services Group LLC is an investment advisory firm registered with the SEC based in Boca Raton, FL. The firm has been registered since 2024. It reports $132.1 million in regulatory assets under management and employs 9 people.
www.linkedin.com/company/palm-wealth-partnersView on SEC.gov ↗

Investment Advisory Services Group LLC owners & executives

7 reported
NameTitleOwnershipSince
Leonard James Tomson ControlElected ManagerUnder 5%2024
Mario Joseph Basilone ControlElected Manager/CcoUnder 5%2024
Palm Wealth Partners LLC ControlManaging MemberOver 75%2024
See all 7 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Investment Advisory Services Group LLC manage?

Investment Advisory Services Group LLC reports $132.1 million in regulatory assets under management on its Form ADV.

How many employees does Investment Advisory Services Group LLC have?

Investment Advisory Services Group LLC reports 9 employees.

Where is Investment Advisory Services Group LLC located?

Investment Advisory Services Group LLC is based in Boca Raton, FL and has been SEC-registered since 2024.

Does Investment Advisory Services Group LLC disclose fund performance?

Investment Advisory Services Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address7100 W Camino Real, Ste 302-1/44, Boca Raton, FL 33433
Phone(954) 632-2555
Office hours9:00 a.m. To 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
CIK2099157
Discloses disciplinary historyNo

Assets under management

Discretionary$132.1M
Non-discretionary$0
Total (RAUM)$132.1M