Investment adviser · CRD 111727

LAMCO ADVISORY SERVICES INC.

Investment adviser filing (IA)

LAKE MARY, FL, United States · Form ADV filed Apr 1, 2021

Regulatory AUM
$3.54B
Form ADV · Item 5.F
Client accounts
643
Accounts, not individual clients
Employees
13
Reported in this filing
Advisory professionals
7
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Retirement plans72$2,814,473,99379.5%
High-net-worth individuals96$572,303,65516.2%
Charities10$87,525,9332.5%
Other investment advisers1$41,123,3781.2%
Individuals56$17,796,7060.5%
Corporations & businessesFewer than 5$7,818,3280.2%
Filing source

Form ADV 1527894 · Apr 1, 2021 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Apr 1, 2021. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

1525 INTERNATIONAL PARKWAY, SUITE 2071
LAKE MARY, FL, 32746, United States

CRD 111727

Filing source

Form ADV 1527894 · Apr 1, 2021 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.