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Building 2WMS GROUP LLC

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Phone(985) 809-0530
NotebookSEC #801-135698
Total AUM
$125.3M
Employees
2
Clients
252

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
(985) 809-0530

ReceiptFinancials

Total AUM
$125.3M
Accounts
521
Discretionary
$125.3M
Accounts
521
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
234
AUM
$84.9M
HNW Individual Clients
18
AUM
$40.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LATX

HandshakeAffiliates

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

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