Wms Partners, LLC
Wms Partners, LLC (CRD# 109971) is a financial advisory firm headquartered in Towson, MD. They manage $5,664,188,520 in 4,434 accounts and serve the financial needs of clients across 23 states (or territories).
-
Total Assets Under Management5,664MILLION
-
Total Number of Accounts4,434ACCOUNTS
-
Average Account Value$1,277,444
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Other
CA, CO, CT, DC, DE, FL, LA, MA, MD, ME, NC, ND, NE, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA
Nathan Allen (CRD# 2392046) is an Investment Advisor Representative working at Wms Partners, LLC in Towson, MD and has over 26 years of experience in the finance industry.
Gary Anderson (CRD# 2610139) is an Investment Advisor Representative working at Wms Partners, LLC in Towson, MD and has over 28 years of experience in the finance industry.
Eric Bland (CRD# 6692186) is an Investment Advisor Representative working at Wms Partners, LLC in Towson, MD and has 1 year of experience in the finance industry.
Samuel Callard (CRD# 5811203) is an Investment Advisor Representative working at Wms Partners, LLC in Towson, MD and has over 7 years of experience in the finance industry.
David Citron (CRD# 1190454) is an Investment Advisor Representative working at Wms Partners, LLC in Towson, MD and has over 37 years of experience in the finance industry.
Lesa Crosser (CRD# 4266108) is an Investment Advisor Representative working at Wms Partners, LLC in Towson, MD and has over 18 years of experience in the finance industry.
Martin Eby (CRD# 1185744) is an Investment Advisor Representative working at Wms Partners, LLC in Towson, MD and has over 38 years of experience in the finance industry.
Malgorzata Elashmawy (CRD# 6753768) is an Investment Advisor Representative working at Wms Partners, LLC in Towson, MD and has 1 year of experience in the finance industry.
Jeffrey Hill (CRD# 5428608) is an Investment Advisor Representative working at Wms Partners, LLC in Towson, MD and has over 10 years of experience in the finance industry.
Joel Houck (CRD# 3270641) is an Investment Advisor Representative working at Wms Partners, LLC in Towson, MD and has over 13 years of experience in the finance industry.