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.
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 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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
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.
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.
You can reach the main office by calling the phone number 859-263-2204 or by fax 859-263-1312. The normal business hours are 9 am to 5 pm on Monday - Friday.