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WGS MANAGEMENT SERVICES, INC
CRD 270003 · SEC 801-135806
470 LONG POND RD, SUITE 210, ROCHESTER, NY, 14612, United States
Phone
585-720-9970
Fax
585-282-1012
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$41.6M
Discretionary AUM
$41.6M
Team
1 total employees; 1 advisory reps; 74 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-04-30
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 63 | $16.8M |
| High net worth individuals | 9 | $24.0M |
| Charitable organizations | 1 | $120K |
| Corporations/business entities | 1 | $658K |
States served
NY, TX
Official SEC filing: View on IAPD