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Building 2HUFFMAN & ROSS WEALTH MANAGEMENT LLC

Map pinMORGANTOWN, WV
Phone304-241-4478
NotebookSEC #801-132669
Total AUM
$210M
Employees
2
Clients
412

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6220 MID ATLANTIC DR
MORGANTOWN
WV 26508
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
304-241-4478

ReceiptFinancials

Total AUM
$210M
Accounts
655
Discretionary
$0
Accounts
0
Non-Discretionary
$210M
Accounts
655

ContactClients

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Individual Clients
204
AUM
$60.6M
HNW Individual Clients
204
AUM
$146.1M
Pension/Profit Sharing Plan Clients
3
AUM
$2.9M
Corporation or Business Clients
1
AUM
$359K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LAMDOHPAVAWV

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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