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Dan M. Palmer

FAMILY WMS, LLC·ATLANTA, Georgia
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3155 ROSWELL ROAD, ATLANTA, GA 30305CRD# 4653146Firm CRD# 126456
01

About

Dan M. Palmer is a registered financial advisor based in ATLANTA, Georgia, affiliated with FAMILY WMS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FAMILY WMS, LLC
FAMILY WMS, LLC
AUM
$585M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at FAMILY WMS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4653146
Firm CRD# 126456
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Dan M. Palmer offer?
Dan M. Palmer specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in ATLANTA, Georgia for a consultation.
What are Dan M. Palmer's credentials?
Dan M. Palmer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dan M. Palmer located?
Dan M. Palmer is based in ATLANTA, Georgia, working with FAMILY WMS, LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.
How does Dan M. Palmer charge for services?
Dan M. Palmer's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FAMILY WMS, LLC?
FAMILY WMS, LLC has approximately 8 employees and manages $585M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Georgia
ALPHARETTA (158)MARIETTA (62)ROSWELL (47)DULUTH (41)SAVANNAH (41)
City Guides
ALPHARETTA GuideMARIETTA GuideROSWELL GuideDULUTH GuideSAVANNAH Guide
Research
Advisor Fees in GeorgiaNational Fee Analysis
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