Se connecter Inscription gratuite

Wnb Private Client Services Limited Partnership, L.L.P. (Midland)


Wnb Private Client Services Limited Partnership, L.L.P. is a large advisory firm based in Midland. It manages $127.7 million of regulatory assets for 184 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Texas.

Logo

Wnb Private Client Services Limited Partnership provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Wnb Private Client Services Limited Partnership: assets under management

The assets under management (AUM) of Wnb Private Client Services Limited Partnership, L.L.P. is $127.7 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 204% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $127.7 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $694.05 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Wnb Private Client Services Limited Partnership, L.L.P. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Midland

The principal office where Wnb Private Client Services Limited Partnership, L.L.P. performs its advisory services is located at 508 West Wall Suite 1100, Midland, TX 79701, 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 432-617-1394 or by fax 432-570-8117. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at www.wnbpcs.com.


Registered investment advisers similar to Wnb Private Client Services Limited Partnership, L.L.P.