W
$5.3M Total AUM
$5.3M Disc. AUM
-- 3Y CAGR
9 Employees
13,378 ADV. Clients
1 yrs Firm Age
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- Custodian
- Apex
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-01-2025
- Office Locations
- 8
Office Locations
303 Broadway Suite 1100 Cincinnati OH
315 South College Suite 222 Lafayette LA
4100 Edison Lakes Pkwy Suite 330 Mishawaka IN
About W&s Advisory Services, LLC
W&s Advisory Services, LLC is a Cincinnati-based RIA with 8 offices. The firm has been operating for 1 years. Managing $5.3M in total assets under management, with 9 advisory representatives. They custody assets with Apex.
Team overview
49 AVG AGE
$588.0K AVG AUM / ADVISOR
$396 AVG AUM / CLIENT
1 yrs AVG TENURE
9 Employees
9 Advisory Reps
9 RIA Reps
1yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
S
SPENCER AARON BADER
Assistant Treasurer
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
T
TROY DALE BRODIE
DIRECTOR, President
- CRD
- #1924559
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 13 owners & executives
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H
HUSSAIN M ALI
--
- CRD
- #4306804
Available
Available
Available
G
GARETH CABILI CALUDUCAN
Financial Advisor
- CRD
- #6470221
Available
Available
Available
Showing 2 of 22 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,292,397 | $791 |
| Non-Discretionary | $0 | -- |
| Total | $5,292,397 | $791 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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