Ws Securities Inc is a related adviser based in Lenox. It manages $61.65 million of regulatory assets for 223 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, Massachusetts, New Jersey, and New York.
Ws Securities provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Ws Securities Inc is $61.65 million. The firm's AUM has grown by 36% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Ws Securities 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.
Barry Martin Wesson has been acting as President since 1 Dec 2004. Richard Anthony Seeley joined the executive team most recently as the Executive Vice President.
The principal office where Ws Securities Inc performs its advisory services is located at 5 Walker Street, Lenox, MA 01240, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 413-637-2900 or by fax 413-637-4330. The normal business hours are 9 am to 5 pm on Monday - Friday.