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FAMILY WMS, LLC
Tel: 404-961-1051
490 N. Milledge Ave Athens, Georgia 30601
FAMILY WMS, LLC
FAMILY WMS, LLC is a Athens, Georgia based financial advisory firm with nearly $581,378,868 in assets under management and provides investment advisory services for 570 clients. There are currently 8 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Selection for other advisors , Other (TAX ACCOUNTING SERVICES)
Fee Structure:
A percentage of AUM
Firm CRD#:
126456
SEC#:
801-61987
No. of Clients:
570
Assets under Management
$581,378,868
No. of Advisors:
8
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