W
$122.7M Total AUM
$122.7M Disc. AUM
-- 3Y CAGR
3 Employees
9 ADV. Clients
7 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-20-2018
- Office Locations
- 1
Office Locations
15 Lake Street Suite 260 Savannah GA
About Wassaw Sound Management, LLC
Wassaw Sound Management, LLC is a Savannah-based RIA. The firm has been operating for 7 years. Managing $122.7M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS.
Team overview
39 AVG AGE
$122.7M AVG AUM / ADVISOR
$13.6M AVG AUM / CLIENT
7.7 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
R
RAYMOND QUILLIAN SINGLETARY
Chief Compliance Officer, MANAGING PRINCIPAL
- CRD
- #4977892
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $122,700,000 | $8,180,000 |
| Non-Discretionary | $0 | -- |
| Total | $122,700,000 | $8,180,000 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
Continue browsing