FAMILY WMS, LLC of ATHENS, GA is an SEC-registered investment adviser (CRD 126456). Regulatory assets under management: $571.6M.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other.
| Name | Role | Location |
|---|---|---|
| Leslie White Allen | PRESIDENT, CIO, CHIEF COMPLIANCE OFFICER | — |
| Scott Alan Shows | CHIEF FINANCIAL OFFICER | — |
| Steven E House | DIRECTOR OF TAX | — |
| ALLEN LESLIE WHITE | PRESIDENT, CIO, CCO; PRESIDENT, CIO, CHIEF COMPLIANCE OFFICER | — |
| SHOWS SCOTT ALAN | CHIEF FINANCIAL OFFICER | — |
| PALMER DAN M | CHAIRMAN | — |
| COX NANCY ELLEN | ASSISTANT TREASURER/SECRETARY | — |
| HOUSE STEVEN E | DIRECTOR OF TAX | — |
| VAUGHN BRIAN LEE | CHIEF EXECUTIVE OFFICER; PRESIDENT | — |
| BEACH-ALLEN LESLIE WHITE | CHIEF INVESTMENT OFFICER, TREASURER/SECRETARY; PRESIDENT AND CHIEF INVESTMENT OFFICER; PRESIDENT, CIO, CCO | — |
| GREGORY-SUGRUE DEBRA ANN | DIRECTOR OF GEORGIA | — |
| Steven E. House | DIRECTOR OF TAX | — |