WMS PARTNERS, LLC

1 W. Pennsylvania Avenue
Suite 800
Towson, Maryland 21204
Tel: 410-337-7575

About WMS PARTNERS, LLC

WMS PARTNERS, LLC, formally registered with the SEC as WMS PARTNERS, LLC. The firm was established in 06/14/1994. They have over 1 offices throughout the country.

WMS PARTNERS, LLC is a Towson, Maryland based Financial Planning firm with nearly $8,459,030 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 0 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	109971
SEC#	801-46692
Assets Managed by Firm	$8,459,030
No. of Clients	4
No. of Advisors	0

Fee Structure

A percentage of AUM
Hourly charges
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	4	$8,459,030

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