# INVESTMENT ADVISORY SERVICES GROUP LLC

INVESTMENT ADVISORY SERVICES GROUP LLC of BOCA RATON, FL is an SEC-registered investment adviser.

## Registration

- CRD: 323361
- Type: SEC-registered investment adviser
- SEC file number: 801-131285
- Location: 7100 W CAMINO REAL, STE 302-1/44, BOCA RATON, FL, 33433
- Phone: (954) 632-2555
- Latest filing: 2026-07-10
- Regulatory AUM: $179.3M
- Discretionary AUM: $179.3M
- Clients: 9
- Accounts: 1,232

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Mario Joseph Basilone | ELECTED MANAGER/CCO; MEMBER AND MANAGER | — |
| Leonard James Tomson | CEO AND MANAGER; ELECTED MANAGER | — |
| BASILONE MARIO JOSEPH | ELECTED MANAGER/CCO; MANAGER/CCO; MEMBER AND MANAGER | — |
| TOMSON LEONARD JAMES | CEO AND MANAGER; ELECTED MANAGER; MANAGER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/323361/brochure
- Similar advisers: https://search.stillhousedata.com/firm/323361/similar
- Related entities: https://search.stillhousedata.com/firm/323361/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/323361

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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.
