Investment Advisory Services Group LLC
● SEC registered since 2024CRD 323361SEC# 801-131285Boca Raton, FL
Reg. AUM
$179.3M
Employees
9
Accounts
1,232
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 $179.3 million in regulatory assets under management and employs 9 people.
Investment Advisory Services Group LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Leonard James Tomson Control | Elected Manager | Under 5% | 2024 |
| Mario Joseph Basilone Control | Elected Manager/Cco | Under 5% | 2024 |
| Palm Wealth Partners LLC Control | Managing Member | Over 75% | 2024 |
See all 7 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Investment Advisory Services Group LLC manage?
Investment Advisory Services Group LLC reports $179.3 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
| Address | 7100 W Camino Real, Ste 302-1/44, Boca Raton, FL 33433 |
| Phone | (954) 632-2555 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 2099157 |
| Discloses disciplinary history | No |
Regulatory AUM
$179.3M▲ 36%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 78%
Larger than 22% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$179.3Mregulatory AUM
Discretionary $179.3M