Insights

Market Focus Advisory Services LLC specializes in providing compliance and risk management consulting to financial institutions, MSBs, and related entities operating in the US and select international markets, indicating potential opportunities to expand their compliance technology or training solutions.

Financial Range With annual revenues between one and ten million dollars, the company may prioritize cost-effective and scalable compliance or operational support services suitable for mid-sized organizations.

Recent Investments Despite minimal direct investments in major firms, their interest in corporate investments suggests openness to strategic partnerships or technology integrations that enhance their existing advisory offerings.

Operational Expertise Their team’s extensive hands-on experience across risk management, internal controls, and compliance positions them as key clients for advanced audit solutions, regulatory technology, or staff training platforms.

Digital Presence The use of WordPress and related web tools indicates digital engagement potential, making it feasible to introduce digital compliance products, online training modules, or client portal enhancements to improve service delivery.

Advisory Services LLC Tech Stack

Advisory Services LLC uses 8 technology products and services including WordPress Super Cache, RSS, WordPress, and more. Explore Advisory Services LLC's tech stack below.

  • WordPress Super Cache
    Caching
  • RSS
    Content Management System
  • WordPress
    Content Management System
  • oEmbed
    Dev Tools
  • PHP
    Programming Languages
  • Contact Form 7
    Web Platform Extensions
  • Apache
    Web Servers
  • Apache HTTP Server
    Web Servers

Advisory Services LLC's Email Address Formats

Advisory Services LLC uses at least 2 format(s):
Advisory Services LLC Email FormatsExamplePercentage
First@smith-cre.comJohn@smith-cre.com
100%

Frequently Asked Questions

What is Advisory Services LLC's phone number?

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You can contact Advisory Services LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Advisory Services LLC's stock symbol?

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Advisory Services LLC is a publicly traded company; the company's stock symbol is N/A.

What is Advisory Services LLC's official website and social media links?

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Advisory Services LLC's official website is advisserv.com and has social profiles on LinkedIn.

What is Advisory Services LLC's SIC code NAICS code?

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Advisory Services LLC's SIC code is 7299 - Miscellaneous Personal Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does Advisory Services LLC have currently?

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As of December 2025, Advisory Services LLC has approximately 14 employees across 1 continents, including North America. Key team members include Chief Operating Officer: L. L. J.. Explore Advisory Services LLC's employee directory with LeadIQ.

What industry does Advisory Services LLC belong to?

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Advisory Services LLC operates in the Financial Services industry.

What technology does Advisory Services LLC use?

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Advisory Services LLC's tech stack includes WordPress Super CacheRSSWordPressoEmbedPHPContact Form 7ApacheApache HTTP Server.

What is Advisory Services LLC's email format?

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Advisory Services LLC's email format typically follows the pattern of First@smith-cre.com. Find more Advisory Services LLC email formats with LeadIQ.

When was Advisory Services LLC founded?

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Advisory Services LLC was founded in 1998.

Advisory Services LLC

Financial ServicesFlorida, United States11-50 Employees

Advisory Services LLC is a company enriched with professionals with "hands on experience", established in July 1998 the company provides consulting in Risk Management, Corporate Governance, Bank Secrecy Act - Anti-Money Laundering/Anti-Terrorist Financing (BSA/AML) and Compliance support services to US and foreign banks and money services businesses (MSBs) operating in the US, Central America and the Caribbean. 

In addition, we provide expertise in the selection and evaluation of an internal audit service provider and evaluate the staff levels of the firm. Our consultants have experience in  consumer compliance support for US commercial banks;  compliance and operational support to MSBs, broker/dealers, and Financial Intelligence Units; technical support to certain financial institutions selecting new applications or companies interested in purchasing US manufactured goods as well as US sourced services; and full turnkey solutions for ATM, credit/debit cards, merchant services and other electronic banking application systems.

Our consultants are experienced and client-focused professionals dedicated to your unique needs. They are individuals with extensive (hand-on) experience in financial institutions’ management, operations, internal controls and compliance.

Section iconCompany Overview

Phone number
SIC Code
7299 - Miscellaneous Personal Services, Not Elsewhere Classified
Stock Symbol
N/A
NAICS Code
52 - Finance and Insurance
Founded
1998
Employees
11-50

Section iconFunding & Financials

  • $1M$10M

    Advisory Services LLC's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Advisory Services LLC's revenue is estimated to be in the range of $1M$10M

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