Managed Account Services Inc

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Assets, Funds, Holdings

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Managed Account Services Inc
CRD #106532
SEC #801-47251
CIK #80147251
AUM $816.9 MM (73% Disc, 90% US)
Employees11 (64% Investors, 0% Brokers)
Phone305-443-3339
Address2665 S Bayshore Dr
Coconut Grove, FL 33133
Source IAPDexternal EDGARexternal Websiteexternal Twitterexternal LinkedInexternal Facebookexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
IVV 16.4
VNQ 13.2
VEA 12.7
EFV 6.0
SCZ 5.7
IWD 4.4
VWO 4.4
VBR 4.2
VTV 4.2
VSS 3.8
View All
Holdings by Sector ($BB)
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Stillwater Capital Advisors LLC
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The Advisory Group of San Francisco LLC
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Wealthstreet Investment Advisors LLC
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0.8
Financial Security Advisory Inc
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SIT Investment Fixed Income Advisors Inc
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0.8
Warwick Investment Management Inc
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0.8