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WMA INVESTMENT ADVISORS, INC. (WMAIA)
DULUTH, GA
770-453-9300 EXT. 3366
SEC #801-56262Total AUM
$15M
Employees
151Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
11315 JOHNS CREEK PKWY
DULUTH
GA 30097
USA
DULUTH
GA 30097
USA
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
770-453-9300 EXT. 3366
Financials
Total AUM
$15M
Accounts
34Discretionary
$0
Accounts
0Non-Discretionary
$15M
Accounts
34
Clients
None reported
Services
Services Offered
Individual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation FindingSRO Rule Violation
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWV
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.