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Building 2FAMILY WMS, LLC

Map pinATHENS, GA
Phone404-961-1051
NotebookSEC #801-61987
Total AUM
$571.6M
Employees
8
Clients
61

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
490 N. MILLEDGE AVE
ATHENS
GA 30601
United States
Operating Hours
8:00 AM TO 7:00 PM
Monday - Friday
Phone
404-961-1051
Other Offices
1

ReceiptFinancials

Total AUM
$571.6M
Accounts
554
Discretionary
$312.2M
Accounts
189
Non-Discretionary
$259.5M
Accounts
365

ContactClients

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Individual Clients
22
AUM
$10.3M
HNW Individual Clients
39
AUM
$561.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
TAX ACCOUNTING SERVICES
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGALAMSNYSCTNTX

HandshakeAffiliates

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

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