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W & S Management Services

EST. AUM
$134,400,000

CONTACTS
3

CLIENT ACCOUNTS
427

Firm Details

Metro area New York City
CRD Number 127852
Website wandsmgmt.com
Client types

Overview

W&S's portfolio management services consist primarily of customized investment plans for individual investors, for whom the firm maintains a fiduciary duty. As part of this management, clients receive ongoing monitoring of their portfolios and regular reviews with W&S principals. Investment portfolios primarily consist of publicly traded equities, bonds, ETFs, and mutual funds.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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