MANAGED ACCOUNT SERVICES INC
Legal name: INVESTOR SOLUTIONS
CRD #106532 SEC #801-47251 COCONUT GROVE, FL 305-443-3339
SEC Registered
Total AUM
$1B
Discretionary
$1B
Employees
11
Clients
0
Accounts
1,581
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2021 | $1B | $1B | $22M | 11 | 0 |
| Mar 2021 | $1B | $1B | $22M | 11 | 0 |
| Oct 2020 | $958.9M | $941.8M | $17.1M | 11 | 0 |
| May 2020 | $958.9M | $941.8M | $17.1M | 11 | 0 |
| Mar 2020 | $958.9M | $941.8M | $17.1M | 11 | 0 |
| Jan 2020 | $816.9M | $599.3M | $217.6M | 11 | 0 |
| Dec 2019 | $816.9M | $599.3M | $217.6M | 11 | 0 |
| Mar 2019 | $816.9M | $599.3M | $217.6M | 11 | 0 |
| Mar 2018 | $860.5M | $642.2M | $218.3M | 12 | 0 |
| Dec 2017 | $825.7M | $620.7M | $205M | 12 | 0 |
| Jun 2017 | $753.3M | $575M | $178.4M | 12 | 500 |
| Apr 2017 | $753.3M | $575M | $178.4M | 12 | 500 |
| Mar 2017 | $753.3M | $575M | $178.4M | 12 | 500 |
| Oct 2016 | $706.7M | $696.4M | $10.3M | 12 | 500 |
| Jan 2016 | $706.7M | $696.4M | $10.3M | 12 | 500 |
| Sep 2015 | $730.8M | $717.2M | $13.6M | 11 | 500 |
| Apr 2015 | $730.8M | $717.2M | $13.6M | 11 | 500 |
| Mar 2015 | $730.8M | $717.2M | $13.6M | 11 | 500 |
| Dec 2014 | $737.7M | $725.6M | $12.1M | 11 | 400 |
| Mar 2014 | $701.2M | $688.1M | $13.1M | 10 | 368 |
| Mar 2013 | $604.6M | $505.4M | $99.2M | 13 | 354 |
| Mar 2012 | $517.3M | $435.4M | $81.9M | 11 | 404 |
| Mar 2011 | $518.7M | $438M | $80.7M | -- | -- |
| Aug 2010 | $431.4M | $391.7M | $39.6M | -- | -- |
| Jun 2010 | $431.4M | $391.7M | $39.6M | -- | -- |
| Oct 2009 | $354.4M | $326.6M | $27.8M | -- | -- |
| Feb 2008 | $409M | $399M | $10M | -- | -- |
| Feb 2007 | $409M | $399M | $10M | 10 | -- |
| Mar 2006 | $379.3M | $373.9M | $5.4M | 10 | -- |
| Mar 2002 | $90.8M | $90.8M | $0 | 5 | -- |
DateMar 2021
Total AUM$1B
Discretionary$1B
Non-Disc.$22M
Employees11
Clients0
DateMar 2021
Total AUM$1B
Discretionary$1B
Non-Disc.$22M
Employees11
Clients0
DateOct 2020
Total AUM$958.9M
Discretionary$941.8M
Non-Disc.$17.1M
Employees11
Clients0
DateMay 2020
Total AUM$958.9M
Discretionary$941.8M
Non-Disc.$17.1M
Employees11
Clients0
DateMar 2020
Total AUM$958.9M
Discretionary$941.8M
Non-Disc.$17.1M
Employees11
Clients0
DateJan 2020
Total AUM$816.9M
Discretionary$599.3M
Non-Disc.$217.6M
Employees11
Clients0
DateDec 2019
Total AUM$816.9M
Discretionary$599.3M
Non-Disc.$217.6M
Employees11
Clients0
DateMar 2019
Total AUM$816.9M
Discretionary$599.3M
Non-Disc.$217.6M
Employees11
Clients0
DateMar 2018
Total AUM$860.5M
Discretionary$642.2M
Non-Disc.$218.3M
Employees12
Clients0
DateDec 2017
Total AUM$825.7M
Discretionary$620.7M
Non-Disc.$205M
Employees12
Clients0
DateJun 2017
Total AUM$753.3M
Discretionary$575M
Non-Disc.$178.4M
Employees12
Clients500
DateApr 2017
Total AUM$753.3M
Discretionary$575M
Non-Disc.$178.4M
Employees12
Clients500
DateMar 2017
Total AUM$753.3M
Discretionary$575M
Non-Disc.$178.4M
Employees12
Clients500
DateOct 2016
Total AUM$706.7M
Discretionary$696.4M
Non-Disc.$10.3M
Employees12
Clients500
DateJan 2016
Total AUM$706.7M
Discretionary$696.4M
Non-Disc.$10.3M
Employees12
Clients500
DateSep 2015
Total AUM$730.8M
Discretionary$717.2M
Non-Disc.$13.6M
Employees11
Clients500
DateApr 2015
Total AUM$730.8M
Discretionary$717.2M
Non-Disc.$13.6M
Employees11
Clients500
DateMar 2015
Total AUM$730.8M
Discretionary$717.2M
Non-Disc.$13.6M
Employees11
Clients500
DateDec 2014
Total AUM$737.7M
Discretionary$725.6M
Non-Disc.$12.1M
Employees11
Clients400
DateMar 2014
Total AUM$701.2M
Discretionary$688.1M
Non-Disc.$13.1M
Employees10
Clients368
DateMar 2013
Total AUM$604.6M
Discretionary$505.4M
Non-Disc.$99.2M
Employees13
Clients354
DateMar 2012
Total AUM$517.3M
Discretionary$435.4M
Non-Disc.$81.9M
Employees11
Clients404
DateMar 2011
Total AUM$518.7M
Discretionary$438M
Non-Disc.$80.7M
Employees--
Clients--
DateAug 2010
Total AUM$431.4M
Discretionary$391.7M
Non-Disc.$39.6M
Employees--
Clients--
DateJun 2010
Total AUM$431.4M
Discretionary$391.7M
Non-Disc.$39.6M
Employees--
Clients--
DateOct 2009
Total AUM$354.4M
Discretionary$326.6M
Non-Disc.$27.8M
Employees--
Clients--
DateFeb 2008
Total AUM$409M
Discretionary$399M
Non-Disc.$10M
Employees--
Clients--
DateFeb 2007
Total AUM$409M
Discretionary$399M
Non-Disc.$10M
Employees10
Clients--
DateMar 2006
Total AUM$379.3M
Discretionary$373.9M
Non-Disc.$5.4M
Employees10
Clients--
DateMar 2002
Total AUM$90.8M
Discretionary$90.8M
Non-Disc.$0
Employees5
Clients--