HMS FINANCIAL SERVICES, LLC

10 Calendar Court
Suite 200
Columbia, South Carolina 29206
Tel: 803-790-6113

About HMS FINANCIAL SERVICES, LLC

HMS FINANCIAL SERVICES, LLC, formally registered with the SEC as HMS FINANCIAL SERVICES, LLC. The firm was established in 05/04/2021. They have over 1 offices throughout the country.

HMS FINANCIAL SERVICES, LLC is a Columbia, South Carolina based Financial Planning firm with nearly $106,799,347 assets under management, offering retirement planning & investment advisory services to 253 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	131569
SEC#	801-121012
Assets Managed by Firm	$106,799,347
No. of Clients	253
No. of Advisors	3

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	253	$106,799,347
Individuals (other than high net worth individuals)	134	$12,158,866
High net worth individuals	80	$36,873,029
Pension and profit sharing plans	37	$57,699,023
Corporations or other businesses	2	$68,429

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