National Advisory Service Inc (North Palm Beach)

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.

National Advisory Service: assets under management

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 firm manages $29.9 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $128.87 thousand each.

Fees & Commissions

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.

Careers at National Advisory Service Inc

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Barkley Wyckoff	President	1 Nov 1982	75% - 100%	830310
Susan Butterfield Wyckoff	President/chief compliance officer	1 Jan 2006	75% - 100%	1630791

Based in North Palm Beach

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.