# MANAGED ACCOUNT SERVICES INC

MANAGED ACCOUNT SERVICES INC of COCONUT GROVE, FL is an SEC-registered investment adviser.

## Registration

- CRD: 106532
- Type: SEC-registered investment adviser
- SEC file number: 801-47251
- Location: 2665 S. BAYSHORE DR., SUITE 230, COCONUT GROVE, FL, 33133
- Phone: 305-443-3339
- Latest filing: 2021-03-18
- Regulatory AUM: $1.0B
- Discretionary AUM: $1.0B
- Non-discretionary AUM: $22.0M
- Clients: 11
- Accounts: 1,581

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| ARMSTRONG FRANCIS CHARLES | PRESIDENT; PRESIDENT AND TRUSTEE; PRESIDENT AND TRUSTEE OF FRANK ARMSTRONG LIVING TRUST (+2 more) | — |
| ARGUELLO KARLA P | CHIEF COMPLIANCE OFFICER | — |
| SEIGLIE DAVID | CHIEF COMPLIANCE OFFICER | — |
| GORDON JOHN JOSEPH | TRUSTEE OF ROBERT GORDON REVOCABLE TRUST | — |
| MERKEL STEVEN TROY | CHIEF COMPLIANCE OFFICER | — |
| FELDMAN RICHARD JAMES | MANAGING PARTNER; SHAREHOLDER | — |
| FINGERHUT BRETT C | TRUSTEE OF BRETT FINGERHUT REVOCABLE TRUST | — |
| FELDMAN LOUIS LEONARD | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/106532/brochure
- Similar advisers: https://search.stillhousedata.com/firm/106532/similar
- Related entities: https://search.stillhousedata.com/firm/106532/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/106532

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.