← Back to searchVisit website
W & S MANAGEMENT SERVICES, INC.
CRD 127852 · SEC 801-69165
470 LONG POND ROAD SUITE 200, ROCHESTER, NY, 14612, United States
Phone
585-720-9971
Fax
585-348-2973
Registration
— (—)
Source
State registered
Total AUM
$166.0M
Discretionary AUM
$166.0M
Team
4 total employees; 4 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Corporation
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 436 | $71.5M |
| High net worth individuals | 51 | $93.8M |
All web addresses on file
Official SEC filing: View on IAPD