FAMILY WMS, LLC is a Athens, Georgia based financial advisory firm with nearly $581,378,868 in assets under management and provides investment advisory services for 570 clients. There are currently 8 financial advisors at the firm.
General Information |
| Firm CRD#: | 126456 | |
| SEC#: | 801-61987 | |
| Assets under Management: | $581,378,868 | |
| No. of Clients: | 570 | |
| No. of Advisors: | 8 | |
| Advisory Services Provided: | Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection for other advisors, Other (TAX ACCOUNTING SERVICES) | |
| Fee Structure: | A percentage of AUM |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| ADVISORY SERVICES NETWORK | 146051 | 801-71112 | 24286 | 215 | $6,818,718,908 |
| OSAIC ADVISORY SERVICES, LLC | 171070 | 801-80075 | 20269 | 2582 | $4,938,711,328 |
| HOWARD CAPITAL MANAGEMENT, INC. | 118070 | 801-69763 | 14312 | 42 | $5,232,377,716 |
| CAPITAL INVESTMENT ADVISORS, LLC | 158055 | 801-72532 | 12390 | 80 | $5,260,660,983 |
| SYNOVUS SECURITIES, INC. | 14023 | 801-19690 | 12037 | 292 | $6,242,394,824 |
| BALENTINE | 152511 | 801-70910 | 3512 | 56 | $4,691,282,848 |
| EDGE CAPITAL GROUP, LLC | 297596 | 801-113638 | 3299 | 41 | $6,385,513,021 |
| ASSET PRESERVATION ADVISORS, LLC | 106741 | 801-41636 | 2149 | 25 | $6,927,938,831 |
| NICHOLAS HOFFMAN & COMPANY, LLC | 144516 | 801-68306 | 2124 | 23 | $6,681,567,764 |
| CLEAR INVESTMENT RESEARCH, LLC | 172685 | 801-80259 | 260 | 5 | $5,844,759,390 |
| DOMAIN CAPITAL ADVISORS, LLC | 110663 | 801-35883 | 32 | 29 | $6,230,775,636 |
| FOREST INVESTMENT ASSOCIATES | 110163 | 801-27363 | 24 | 56 | $5,041,717,830 |
| JAMESTOWN, L.P. | 158207 | 801-73319 | 18 | 205 | $7,076,357,188 |
| CORTLAND INVESTMENT MANAGEMENT, LLC | 299369 | 801-114572 | 6 | 127 | $5,583,014,381 |
| GMT CAPITAL CORP. | 160404 | 801-74021 | 6 | 19 | $5,562,384,758 |