DFX Intelligence

I••••••• S••••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 1b 10b

I••••••• S••••••••

MANAGED ACCOUNT SERVICES INC, CRD 106532

COCONUT GROVE, FL

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Search this name across graphsid dfx:ria:94d6a9b4-47b6-f85e-dec6-83836198509b

Data as of Mar 18, 2021 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:21 PM UTC and rebuilt at most every 15 minutes.

Relationships: 20
Dated events: 2
On other graphs: 1
Observed: Mar 22, 2012 to Mar 18, 2021
23 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

I••••••• S••••••••

Investment consultant · key crd, shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $1.0B••• Locked
Discretionary RAUM: $1.0B
Private client RAUM: $661Mderived••• Locked
Private client share: 63%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 11

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
A••••••••• F••••••• C••••••	PRESIDENT, TRUSTEE OF F•••• A•••••••• L••••• T••••	D	yes	01/1993	Mar 22, 2012	Mar 18, 2021
F••••••• L••••• L••••••	CHIEF COMPLIANCE OFFICER	Na	yes	03/2021	Mar 18, 2021	Mar 18, 2021

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
I••••••• T•• S•••••••• L••	n/a	n/a	n/a	N	yes	n/a
L•••• L•••••• F••••••	n/a	n/a	n/a	N	no	n/a

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2020

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2020	$1.0B	$959M	9.3%	$861M	6.8%	11	11	0	0

Teams out

••• Locked

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
W••••• E••••••••• A••••••• S•••••••• L••	6	Nov 19, 2021	Oct 27, 2021	COCONUT GROVE, FL	Firm absorbed	RIA to ibd	100.0%

Relationships

Controls (4)

← F••••••• R••••••• J••••OwnerSHAREHOLDER, ownership code C, individual
Apr 21, 2015 to presentfactForm ADV
← F••••••• L••••• L••••••OwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 18, 2021 to presentfactForm ADV
← A••••••••• F••••••• C••••••OwnerPRESIDENT, TRUSTEE OF F•••• A•••••••• L••••• T••••, ownership code D, individual
Mar 22, 2012 to presentfactForm ADV
← F•••• A•••••••• L••••• T••••OwnerSHAREHOLDER, ownership code D, domestic entity
Mar 22, 2012 to present

Dated events

Occurred
Mar 18, 2021
Control person left
••• Locked
Form ADVobserved 8 days ago
Occurred
Mar 18, 2021
Control person joined
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:94d6a9b4-47b6-f85e-dec6-83836198509b
First observed: Mar 22, 2012
Last observed: Mar 18, 2021 67 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.