SEC Form ADV

W & S MANAGEMENT SERVICES, INC.

Registered Investment AdviserNY
$166.0M
Assets Under Management
487
Total Clients
Get LP Contact Details

Registration Details

Accession
CRD-127852
Location
ROCHESTER, NY
Filing Date
March 26, 2026
AUM
$166.0M
Total Clients
487
Amendment
No

About this Adviser

W & S MANAGEMENT SERVICES, INC. is a registered investment adviser headquartered in ROCHESTER, NY, managing approximately $166.0M in assets across 487 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.