National Advisory Service Inc is a large advisory firm based in North Palm Beach. It manages $29.9 million of regulatory assets for 232 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida and Pennsylvania.
National Advisory Service provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of National Advisory Service Inc is $29.9 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -5% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay National Advisory Service Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Barkley Wyckoff has been acting as President since 1 Nov 1982. Susan Butterfield Wyckoff joined the executive team most recently as the President/Chief Compliance Officer.
The principal office where National Advisory Service Inc performs its advisory services is located at 840 Us Highway One, #100, North Palm Beach, FL 33408, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 800-762-7291 or by fax 561-658-0218. The normal business hours are by appointment only on Other.