Daniel
Mento
Wms Partners, LLC
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About this Advisor
Daniel Mento is a chartered financial analyst working in Towson, Maryland who has 2 years of industry experience. Mento is currently employed by Wms Partners, LLC. Over the course of their career, they have held roles at Wms Partners, LLC, Pinnacle Advisory Group, Bank Of New York Mellon, T. Rowe Price and James Madison University. Mento can serve investors in Maryland. Wms Partners, LLC is a registered investment firm based in Towson, MD. The firm has a total of 86 people on staff. It administers $5 billion in total assets between its 690 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides financial advice to 16 charitable organizations. Of its 690 accounts, 81% are associated with high-net-worth clients who have at least $1 million in assets. Wms Partners, LLC performs a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers and other services. Financial management fees largely are based on the services. Fees billed by Wms Partners, LLC most likely consist of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wms Partners, LLC Brokerage Details
$5,162,519,390
86
690
$7,481,912
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Other
Daniel Mento Work History
Daniel has been registered as a financial advisor for 2 years.*
Wms Partners, LLC
Pinnacle Advisory Group
Bank Of New York Mellon
T. Rowe Price
James Madison University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Daniel Mento to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wms Partners, LLC
Towson, MD
Towson, MD
Towson, MD
Towson, MD
Towson, MD
Towson, MD
Towson, MD
Towson, MD
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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