Overview
Assets Under Management: $581 million
Headquarters: ATHENS, GA
High-Net-Worth Clients: 75
Average Client Assets: $8 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 75
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.30
Average High-Net-Worth Client Assets: $8 million
Total Client Accounts: 570
Discretionary Accounts: 346
Non-Discretionary Accounts: 224
Regulatory Filings
CRD Number: 126456
Last Filing Date: 2025-02-10 00:00:00
Website: https://familywms.com