FAMILY WMS, LLC

ATHENS, Georgia·4 registered advisors·CRD# 126456
SEC# 801-619871404-961-1051
01

Firm Overview

AUM
$585M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementWealth ManagementFee-Only Advisory
04

Advisors at FAMILY WMS, LLC

4 registered advisors
Dan M. Palmer
ATLANTA, Georgia
Leslie White Allen
ATHENS, Georgia
Scott Alan Shows
ATHENS, Georgia
Steven E. House
ATHENS, Georgia
05

Office Locations

ATHENS, Georgia
3 advisors
ATLANTA, Georgia
1 advisor

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Data sourced from SEC Form ADV filings. FAMILY WMS, LLC (CRD# 126456) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.