W & S MANAGEMENT SERVICES, INC.
CRD #127852 SEC #801-69165 ROCHESTER, NY 585-720-9971
SEC Registered
Total AUM
$134.4M
Discretionary
$134.4M
Employees
4
Clients
251
Accounts
427
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $134.4M | $134.4M | $0 | 4 | 0 |
| Mar 2024 | $112.8M | $112.8M | $0 | 4 | 0 |
| Mar 2023 | $101.3M | $101.3M | $0 | 4 | 0 |
| Mar 2022 | $85.9M | $85.9M | $0 | 4 | 0 |
| Mar 2021 | $71.9M | $71.9M | $0 | 4 | 0 |
| Jun 2020 | $70.5M | $70.5M | $0 | 3 | 0 |
| Mar 2020 | $70.5M | $70.5M | $0 | 3 | 0 |
| Mar 2019 | $63.5M | $63.5M | $0 | 3 | 0 |
| Mar 2018 | $68.7M | $68.7M | $0 | 3 | 0 |
| Mar 2017 | $60M | $60M | $0 | 3 | 200 |
| Mar 2016 | $56M | $56M | $0 | 3 | 200 |
| Aug 2015 | $79M | $79M | $0 | 3 | 400 |
| Mar 2015 | $79M | $79M | $0 | 4 | 300 |
| Mar 2014 | $74M | $74M | $0 | 4 | 300 |
| Feb 2013 | $65M | $65M | $0 | 3 | 300 |
| Mar 2012 | $41M | $41M | $0 | 1 | 300 |
| Mar 2011 | $41.7M | $41.7M | $0 | 5 | -- |
| Mar 2010 | $33.5M | $33.5M | $0 | 5 | -- |
DateMar 2025
Total AUM$134.4M
Discretionary$134.4M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$112.8M
Discretionary$112.8M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$101.3M
Discretionary$101.3M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$85.9M
Discretionary$85.9M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$71.9M
Discretionary$71.9M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$70.5M
Discretionary$70.5M
Non-Disc.$0
Employees3
Clients0
DateMar 2020
Total AUM$70.5M
Discretionary$70.5M
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$63.5M
Discretionary$63.5M
Non-Disc.$0
Employees3
Clients0
DateMar 2018
Total AUM$68.7M
Discretionary$68.7M
Non-Disc.$0
Employees3
Clients0
DateMar 2017
Total AUM$60M
Discretionary$60M
Non-Disc.$0
Employees3
Clients200
DateMar 2016
Total AUM$56M
Discretionary$56M
Non-Disc.$0
Employees3
Clients200
DateAug 2015
Total AUM$79M
Discretionary$79M
Non-Disc.$0
Employees3
Clients400
DateMar 2015
Total AUM$79M
Discretionary$79M
Non-Disc.$0
Employees4
Clients300
DateMar 2014
Total AUM$74M
Discretionary$74M
Non-Disc.$0
Employees4
Clients300
DateFeb 2013
Total AUM$65M
Discretionary$65M
Non-Disc.$0
Employees3
Clients300
DateMar 2012
Total AUM$41M
Discretionary$41M
Non-Disc.$0
Employees1
Clients300
DateMar 2011
Total AUM$41.7M
Discretionary$41.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$33.5M
Discretionary$33.5M
Non-Disc.$0
Employees5
Clients--