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.
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.
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. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
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.
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.