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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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