SEC CRD #801-135806
IAPD provides information on Investment Adviser firms regulated by the SEC and/or state securities regulators. It provides ongoing portfolio management for individuals, high‑net‑worth clients, corporations and charitable organizations, preparing ... Fees & Compensation. Compensation types are listed for Wgs Management Services Inc. Contact the advisor for individual fee structure details. Company size: 2-10 employees. Headquarters: Rochester, New York. Type: Privately Held. Founded: 1999. Specialties: Comprehensive Financial Planning, Investment ...
WILLIAM SCHMERBECK
CHIEF COMPLIANCE OFFICER
📞 (585) 720-9970
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AUM
$42M
Location
ROCHESTER, NY
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