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
Harrison Rafiq (CRD# 7348300) is an Investment Advisor Representative working at Wms Partners, LLC in Towson, MD and has 1 year of experience in the finance industry.
Timothy Riley (CRD# 7681942) is an Investment Advisor Representative working at Wms Partners, LLC in Towson, MD and has 1 year of experience in the finance industry.
Joshua Rowe (CRD# 6158201) is an Investment Advisor Representative working at Wms Partners, LLC in Towson, MD and has over 11 years of experience in the finance industry.
Zachary Ruchman (CRD# 7767231) is an Investment Advisor Representative working at Wms Partners, LLC in Towson, MD and has 1 year of experience in the finance industry.
Jose Ruiz Rojas (CRD# 7519803) is an Investment Advisor Representative working at Wms Partners, LLC in Towson, MD and has over 2 years of experience in the finance industry.
Simeon Spruill (CRD# 7431739) is an Investment Advisor Representative working at Wms Partners, LLC in Towson, MD and has 1 year of experience in the finance industry.
Rebecca Streamo (CRD# 7116993) is an Investment Advisor Representative working at Wms Partners, LLC in Holly Springs, NC and has over 4 years of experience in the finance industry.
Natalie Whelton (CRD# 7282881) is an Investment Advisor Representative working at Wms Partners, LLC in Towson, MD and has over 3 years of experience in the finance industry.
Kaitlin Zook (CRD# 7162990) is an Investment Advisor Representative working at Wms Partners, LLC in Towson, MD and has 1 year of experience in the finance industry.