Warwick
Simons
Ws Portfolio Advisory, LLC
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About this Advisor
Warwick Simons is a financial advisor working out of Mercer Island, Washington with 1 year of industry experience. Simons is an advisor for Ws Portfolio Advisory, LLC. Their career trajectory has included roles at Goldman Sachs Asia, Cogent Investing, Warwick Simons Consulting and Ws Portfolio Advisory. Simons holds a Series 65 license, which qualifies them as an investment advisor representative, and can work in Washington. Ws Portfolio Advisory, LLC is a firm with a branch in Mercer Island, Washington. It has $395 million in assets under management across its one client accounts, making it one of the larger investment advisory firms in the country by assets under management. The business offers a few services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees for financial advisory services typically are based on which services the firm provides the client. Fees billed by Ws Portfolio Advisory, LLC likely include some blend of fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ws Portfolio Advisory, LLC Brokerage Details
$395,000,000
1
1
$395,000,000
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Warwick Simons Work History
Warwick has been registered as a financial advisor for 1 years.*
Ws Portfolio Advisory
Warwick Simons Consulting
Cogent Investing
Goldman Sachs Asia
*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 Warwick Simons 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 Ws Portfolio Advisory, LLC
Mercer Island, WA
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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