Wms Partners, LLC
Wms Partners, LLC (CRD# 109971) is a financial advisory firm headquartered in Towson, MD. They manage $5,659,719,469 in 4,434 accounts and serve the financial needs of clients across 23 states (or territories).
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Total Assets Under Management5,660MILLION
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Total Number of Accounts4,434ACCOUNTS
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Average Account Value$1,276,437
- 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
Emilio Egea (CRD# 7803359) is an Investment Advisor Representative working at Wms Partners, LLC in Towson, MD and has 1 year of experience in the finance industry.
Cari Elliott (CRD# 7714224) is an Investment Advisor Representative working at Wms Partners, LLC in Towson, MD and has 1 year of experience in the finance industry.
John Finigan (CRD# 7151024) is an Investment Advisor Representative working at Wms Partners, LLC in Towson, MD and has over 4 years of experience in the finance industry.
Eun Suk Ha (CRD# 7290114) is an Investment Advisor Representative working at Wms Partners, LLC in Towson, MD and has over 3 years of experience in the finance industry.
Amelia Huppert (CRD# 7607288) is an Investment Advisor Representative working at Wms Partners, LLC in Towson, MD and has 1 year of experience in the finance industry.
Michael Mele (CRD# 7766991) is an Investment Advisor Representative working at Wms Partners, LLC in Towson, MD and has 1 year of experience in the finance industry.
Daniel Mento (CRD# 7451113) is an Investment Advisor Representative working at Wms Partners, LLC in Towson, MD and has 1 year of experience in the finance industry.
Hannah Neitzke (CRD# 6679307) is an Investment Advisor Representative working at Wms Partners, LLC in Towson, MD and has over 3 years of experience in the finance industry.
Kelly Nowottnick (CRD# 7352152) is an Investment Advisor Representative working at Wms Partners, LLC in Towson, MD and has over 3 years of experience in the finance industry.
Hugh Palmer (CRD# 7282886) is an Investment Advisor Representative working at Wms Partners, LLC in Towson, MD and has over 3 years of experience in the finance industry.