WEALTH DESIGN SERVICES INC.
Legal name: WEALTH DESIGN SERVICES INC
CRD #128133 SEC #801-67741 ROCHESTER, NY 585-442-3230
SEC Registered
Total AUM
$34.5M
Discretionary
$16.4M
Employees
2
Clients
51
Accounts
63
No fee data available. Fee information is extracted from Part 2 brochures.