W
$166.0M Total AUM
$166.0M Disc. AUM
18.5% 3Y CAGR
4 Employees
487 ADV. Clients
25 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-19-2000
- Office Locations
- 2
Office Locations
470 Long Pond Road Suite 200 Rochester NY
-- Richmond VA
About W & S Management Services, Inc.
W & S Management Services, Inc. is a registered investment adviser with offices in Rochester, NY and Richmond, VA. The lean four-adviser team provides financial planning and portfolio construction, including insurance and business-succession planning. Portfolios are heavily ETF-based and also use mutual funds and U.S. government/agency bonds; custody includes Charles Schwab.
Team overview
36 AVG AGE
$41.5M AVG AUM / ADVISOR
$340.9K AVG AUM / CLIENT
9.5 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
25yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
N
NATHAN ROBERT WARD
Chief Compliance Officer, Vice President
- CRD
- #4888925
- Ownership
- 50% but less than 75%
Available
Available
Available
B
BRIAN DOUGLAS WARD
Advisor, President
- CRD
- #4704954
- Ownership
- 25% but less than 50%
Available
Available
Available
Showing 2 of 2 owners & executives
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SALVATORE PATERNICO
--
- CRD
- #6316104
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $166,000,000 | $340,862 |
| Non-Discretionary | $0 | -- |
| Total | $166,000,000 | $340,862 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available U.S. Government/Agency:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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