W
$21.5M Total AUM
$21.5M Disc. AUM
-- 3Y CAGR
1 Employees
26 ADV. Clients
17 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-21-2008
- Office Locations
- 1
Office Locations
1115 Halle Park Circle Collierville TN
About WLH Management Co., Inc.
WLH Management Co., Inc. is a Collierville-based RIA. The firm has been operating for 17 years. Managing $21.5M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS.
Team overview
63 AVG AGE
$21.5M AVG AUM / ADVISOR
$827.3K AVG AUM / CLIENT
17.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
Available
Available
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Available
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Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
W
WILLIAM LOUIS HAYS JR
Chief Compliance Officer, President, Secretary
- CRD
- #1194858
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,509,767 | -- |
| Non-Discretionary | $0 | -- |
| Total | $21,509,767 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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