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Hms Financial Services, LLC

● SEC registered since 2021CRD 131569SEC# 801-121012Columbia, SC
Export (members)
Reg. AUM
$117.9M
Employees
1
Accounts
247
Location
Columbia, SC

Hms Financial Services, LLC assets under management

Hms Financial Services, LLC is an investment advisory firm registered with the SEC based in Columbia, SC. The firm has been registered since 2021. It reports $117.9 million in regulatory assets under management and employs 1 people.

Hms Financial Services, LLC owners & executives

1 reported
NameTitleOwnershipSince
Scot Joseph Bytnar ControlManaging Member/Chief Compliance OfficerOver 75%2007

Frequently asked questions

How much does Hms Financial Services, LLC manage?

Hms Financial Services, LLC reports $117.9 million in regulatory assets under management on its Form ADV.

How many employees does Hms Financial Services, LLC have?

Hms Financial Services, LLC reports 1 employees.

Where is Hms Financial Services, LLC located?

Hms Financial Services, LLC is based in Columbia, SC and has been SEC-registered since 2021.

Does Hms Financial Services, LLC disclose fund performance?

Hms Financial Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address10 Calendar Court, Suite 200, Columbia, SC 29206
Phone803-790-6113
Fax803-787-9180
Office hours9:00a.m. To 5:00p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$114.5M
Non-discretionary$3.4M
Total (RAUM)$117.9M