LAMCO ADVISORY SERVICES INC.
LAMCO ADVISORY SERVICES INC. of LAKE MARY, FL is an SEC-registered investment adviser (CRD 111727). Regulatory assets under management: $3.5B.
Registration
- CRD: 111727
- SEC file number: 801-40331
- Type: Registered investment adviser
- Location: 1525 INTERNATIONAL PARKWAY, SUITE 2071, LAKE MARY, FL, 32746
- Phone: 407-585-1160
- Latest filing: 2021-04-01
- Regulatory AUM: $3.5B
- Discretionary AUM: $2.0B
- Non-discretionary AUM: $1.5B
- Clients: 13
- Accounts: 643
Officers, owners & control persons (3)
| Name | Role | Location |
|---|
| LAMORIELLO NICHOLAS JAMES | PRESIDENT, DIRECTOR; SHAREHOLDER, PRESIDENT; VICE PRESIDENT | — |
| HANLEY-WHITWORTH SALLY ANN | CHIEF COMPLIANCE OFFICER | — |
| LAMORIELLO MARK | EXECUTIVE V.P.; PRESIDENT | — |
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