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W & S MANAGEMENT SERVICES, INC.

Tel: 585-720-9971
470 Long Pond Road Suite 200
Rochester, New York  14612

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W & S MANAGEMENT SERVICES, INC.

W & S MANAGEMENT SERVICES, INC. is a Rochester, New York based financial advisory firm with nearly $112,800,000 in assets under management and provides investment advisory services for 367 clients. There are currently 4 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Performance Based

Firm CRD#:

127852

SEC#:

801-69165

No. of Clients:

367

Assets under Management

$112,800,000

No. of Advisors:

4

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