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W & S MANAGEMENT SERVICES, INC.
470 Long Pond Road Suite 200
Rochester, New York 14612
Tel: 585-720-9971
About W & S MANAGEMENT SERVICES, INC.
W & S MANAGEMENT SERVICES, INC, formally registered with the SEC as W & S MANAGEMENT SERVICES, INC. The firm was established in 05/21/2008. They have over 2 offices throughout the country.
W & S MANAGEMENT SERVICES, INC. is a Rochester, New York based Financial Planning firm with nearly $112,800,000 assets under management, offering retirement planning & investment advisory services to 367 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 127852 |
| SEC# | 801-69165 |
| Assets Managed by Firm | $112,800,000 |
| No. of Clients | 367 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Performance Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 367 | $112,800,000 |
| Individuals (other than high net worth individuals) | 332 | $55,500,000 |
| High net worth individuals | 33 | $56,800,000 |
| Corporations or other businesses | Fewer than 5 clients | $500,000 |
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