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Wps Advisors, Inc. (New York)


Wps Advisors, Inc. is an investment adviser to an investment company based in New York. It manages $18.43 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2010.

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

Wps Advisors: assets under management

The assets under management (AUM) of Wps Advisors, Inc. is $18.43 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -17% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $18.43 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $18.43 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Wps Advisors, Inc. for their services and products based on a percentage of assets under management. 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.

Indirect Owners

The SEC currently registers 4 indirect owners.

Name Entity Date acquired Ownership Employer ID
Arrow Advisors Llc Shareholder 1 Aug 2008 25% - 50% 01-0761219
Arrow Capital Management Llc Shareholder 1 Aug 2008 25% - 50% 01-0761224
Alexander Egon Von Furstenberg Shareholder 1 Aug 2008 25% - 50% 2425784
Mal Theodore Serure Shareholder 1 Aug 2008 25% - 50% 2999494

Based in New York

The principal office where Wps Advisors, Inc. performs its advisory services is located at 527 Madison Ave, New York, NY 10022, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-750-8585 or by fax 212-980-8039. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.wpstewart.com.


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