Family Wms, Llc
Athens, Georgia
FAMILY WMS, LLC, a small investment advisory firm headquartered in Athens, GA, boasts an impressive track record in managing assets for high net worth individuals. With over 10 individual clients and a staggering $665,234,000 in assets under management, they have established themselves as a trusted partner in the financial industry. The firm operates from two offices and employs a total of 8 professionals, three of whom specialize in providing investment advisory services. Notably, Family Wms, LLC adopts a compensation structure that includes various forms of remuneration, such as a percentage of assets under management. This app...
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Assets Under Mgmt

$665.23M

Investment Professionals

3

Locations

1

% 401K & Individual

0%

% Discretionary

49%
Compensation Structure
A percentage of assets under your management
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection of other advisers
Other: TAX ACCOUNTING SERVICES
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