Unclaimed Profile

Aly Khan Champsi

DW MANAGEMENT SERVICES, L.L.C.·PARK CITY, Utah

Clean recordDW MANAGEMENT SERVICES, L.L.C.

1413 CENTER DRIVE, PARK CITY, UT 84098-7401CRD# 7090766Firm CRD# 160555

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Aly Khan Champsi · PARK CITY, UT

Registration

CRD #7090766 · DW MANAGEMENT SERVICES, L.L.C.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Aly Khan Champsi is a registered financial advisor based in PARK CITY, Utah, affiliated with DW MANAGEMENT SERVICES, L.L.C.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

DW MANAGEMENT SERVICES, L.L.C.

DW HEALTHCARE PARTNERS

AUM

$1.5B

Regulatory assets under management

Employees

Total firm employees

View all advisors at DW MANAGEMENT SERVICES, L.L.C. →

Services

Pension consulting

Other

Background

Compensation

Percentage of AUM

Performance-based fees

Other: SEE SCHEDULE D - MISCELLANEOUS

Regulatory

SEC/IARD CRD# 7090766

Firm CRD# 160555

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Aly Khan Champsi offer?

Aly Khan Champsi specializes in Retirement Planning. Contact their office in PARK CITY, Utah for a consultation.

What are Aly Khan Champsi's credentials?

Aly Khan Champsi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Aly Khan Champsi located?

Aly Khan Champsi is based in PARK CITY, Utah, working with DW MANAGEMENT SERVICES, L.L.C.. Their office serves clients in the PARK CITY metropolitan area and surrounding communities.

How does Aly Khan Champsi charge for services?

Aly Khan Champsi's firm is compensated through percentage of aum, performance-based fees, other: see schedule d - miscellaneous. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DW MANAGEMENT SERVICES, L.L.C.?

DW MANAGEMENT SERVICES, L.L.C. has approximately 38 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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