FAMILY WMS, LLC - Financial Advisor in Georgia, Athens

Tel: 404-961-1051 490 N. Milledge Ave Athens, Georgia 30601

About FAMILY WMS, LLC

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

Firm SEC#:

801-61987

Assets Under Management:

$581,378,868

No. of Clients:

570

No. of Advisors:

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

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