Www Advisors Inc (Lexington)

Www Advisors Inc is an adviser based in Lexington. It manages $7.7 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2001.

Www Advisors provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Www Advisors: assets under management

The assets under management (AUM) of Www Advisors Inc is $7.7 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -78% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $7.7 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.85 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Www Advisors Inc for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Www Advisors Inc

Lawrence St John York has been acting as President since 1 Apr 1996. David Edward Smyth joined the executive team most recently as the Secretary.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Lawrence St John York	President	1 Apr 1996	50% - 75%	1264745
Charles C Mihalek	5%+ shareholder	1 Apr 1996	Other	4362224
James Douglas Greene	Vice president	1 Apr 1996	Other	4362212
Frankie Thompson York	Minority shareholder	1 Dec 1999	Other	4396531
Diane Jo Snapp	Secretary	1 Jun 2000	Other	4362219
Charles Linton Wells	Director of compliance and marketing	1 Nov 2000	Other	1944136
David Edward Smyth	Secretary	1 Oct 2003	Other	3269211

Based in Lexington

The principal office where Www Advisors Inc performs its advisory services is located at 131 Prosperous Place, Lexington, KY 40509, which is also the mailing address of the firm. The firm also has an office outside of the United States.