DW MANAGEMENT SERVICES, L.L.C.

DW HEALTHCARE PARTNERS
PARK CITY, Utah·8 registered advisors·CRD# 160555
SEC# 801-732311435-645-4050
01

Firm Overview

AUM
$1.5B
Regulatory assets under management
Employees
38
Total firm employees
Advisors
8
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Other
Compensation
Percentage of AUM
Performance-based fees
Other: SEE SCHEDULE D - MISCELLANEOUS
03

Specialties

Retirement Planning
04

Advisors at DW MANAGEMENT SERVICES, L.L.C.

8 registered advisors
Aly Khan Champsi
PARK CITY, Utah
Andrew Colin Carragher
PARK CITY, Utah
Douglas Kurt Schillinger
PARK CITY, Utah
John Benjamin Benear
PARK CITY, Utah
Kimberly F. Ruud
PARK CITY, Utah
Lance Clark Ruud
PARK CITY, Utah
Richard William Wilhelm
PARK CITY, Utah
Rodney Eugene Boone
PARK CITY, Utah
05

Office Locations

PARK CITY, Utah
8 advisors

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Data sourced from SEC Form ADV filings. DW MANAGEMENT SERVICES, L.L.C. (CRD# 160555) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.