W&S BROKERAGE SERVICES, INC.

400 Broadway
Cincinnati, Ohio 45202
Tel: 800-257-2135

About W&S BROKERAGE SERVICES, INC.

W&S BROKERAGE SERVICES, INC, formally registered with the SEC as W&S BROKERAGE SERVICES, INC. The firm was established in 09/06/2018. They have over 58 offices throughout the country.

W&S BROKERAGE SERVICES, INC. is a Cincinnati, Ohio based Financial Planning firm with nearly $122,864,622 assets under management, offering retirement planning & investment advisory services to 451 clients. The firm is staffed with 85 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	8099
SEC#	801-113946
Assets Managed by Firm	$122,864,622
No. of Clients	451
No. of Advisors	85

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	451	$122,864,622
Individuals (other than high net worth individuals)	451	$122,864,622

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