Wma Investment Advisors Inc (Duluth)
Wma Investment Advisors Inc is an adviser based in Duluth. It manages $15.01 million of regulatory assets for 34 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.
Wma Investment Advisors provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Wma Investment Advisors: assets under management
The assets under management (AUM) of Wma Investment Advisors Inc is $15.01 million. The firm's AUM has gone down by -76% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has a single stream of revenue. Clients pay Wma Investment Advisors Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Careers at Wma Investment Advisors Inc
Steeley Hubert Humphrey has been acting as President since 1 Mar 1995. Barry Milton Clause joined the executive team most recently as the President And Chief Operating Officer.
Direct owners and executive officers
Based in Duluth
The principal office where Wma Investment Advisors Inc performs its advisory services is located at 11315 Johns Creek Pkwy, Duluth, GA 30097, which is also the mailing address of the firm. An additional office of the firm is in Anaheim, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 770-453-9300 EXT. 3366 or by fax 770-248-3609. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.
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