Advisors Mutual Service Center Inc (West Palm Beach)

Name: Advisors Mutual Service Center Inc
Address: One Clearlake Center 250 Australian Ave Suite 1800, West Palm Beach, FL, 33401
Telephone: 800-749-8900

Advisors Mutual Service Center Inc is a large advisory firm based in West Palm Beach. It manages $50 million of regulatory assets for 147 client accounts. It has been registered with the SEC as an adviser since 2000 and has operated in the jurisdictions of Florida and Illinois.

Advisors Mutual Service Center provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Advisors Mutual Service Center: assets under management

The assets under management (AUM) of Advisors Mutual Service Center Inc is $50 million. The company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Advisors Mutual Service Center Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Advisors Mutual Service Center Inc

John Lincoln Dixon has been acting as President since 1 Mar 1989. Pacific Life Company/Pacific Mutual Holding Co. joined the executive team most recently as the 100% Owner Of Plic.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Mutual Service Corporation	100 owner	1 Jul 1981	75% - 100%	4806
Dennis Stanley Kaminski	Secretary/treasurer	1 Jun 1988	Other	1013459
John Lincoln Dixon	President/director	1 Mar 1989	Other	68827

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Pacific Life Insurance Company	100% owner of pmdi	1 Jan 1971	75% - 100%	95-1079000
Inc Pacific Mutual Distributors	100% owner of msc	1 Oct 1987	75% - 100%	95-2594489
Inc Pacific Select Distributors	100% owner of msc	1 Oct 1987	75% - 100%	95-2594489
Pacific Life Company/Pacific Mutual Holding Co.	100% owner of plic	1 Sep 1997	75% - 100%	33-0769202

Based in West Palm Beach

The principal office where Advisors Mutual Service Center Inc performs its advisory services is located at One Clearlake Center 250 Australian Ave Suite 1800, West Palm Beach, FL 33401, which is also the mailing address of the firm. An additional office of the firm is in Naperville, IL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 800-749-8900 or by fax 561-835-1920. The normal business hours are 9:00 am to 5:00 pm est on Monday - Friday. You can find more information about the New York firm at www.mutualservice.com.