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W & S Management Services, Inc.

● SEC registered since 2008CRD 127852SEC# 801-69165Rochester, NY
Export (members)
Reg. AUM
$134.4M
Employees
4
Accounts
427
Location
Rochester, NY

W & S Management Services, Inc. assets under management

W & S Management Services, Inc. is an SEC-registered investment adviser based in Rochester, NY. The firm has been registered since 2008. It reports $134.4 million in regulatory assets under management and employs 4 people.

W & S Management Services, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Brian Douglas Ward ControlPresident25-50%2000
Nathan Robert Ward ControlVice President/Chief Compliance Officer50-75%2015

Frequently asked questions

How much does W & S Management Services, Inc. manage?

W & S Management Services, Inc. reports $134.4 million in regulatory assets under management on its Form ADV.

How many employees does W & S Management Services, Inc. have?

W & S Management Services, Inc. reports 4 employees.

Where is W & S Management Services, Inc. located?

W & S Management Services, Inc. is based in Rochester, NY and has been SEC-registered since 2008.

Does W & S Management Services, Inc. disclose fund performance?

W & S Management Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address470 Long Pond Road Suite 200, Rochester, NY 14612
Phone585-720-9971
Fax585-348-2973
Office hours5-Aug
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$134.4M
Non-discretionary$0
Total (RAUM)$134.4M