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Joshua F Rowe

WMS Partners, LLC

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About Joshua F Rowe

Joshua F. Rowe is an Investment Advisor Representative with WMS Partners, LLC. Joshua Rowe is registered with the state of Maryland. Joshua Rowe holds the Series 65 license and is a Chartered Financial Analyst. Joshua Rowe has been working in the financial services industry since March 2014. Joshua Rowe is also an adjunct faculty member at Johns Hopkins University teaching an economics course.

Firm Information

Joshua Rowe is currently registered with WMS Partners, LLC. WMS Partners, LLC is an investment adviser based in TOWSON, MD, with approximately $8.46 million in regulatory assets under management. They provide portfolio management for pooled investment vehicles and offer bill pay services. Their website addresses are: https://www.youtube.com/channel/UCyv2vCt8zSPD1ASHSl0yOwQ, HTTPS://WWW.WMSFAMILYOFFICE.COM, HTTP://WWW.WMS-PARTNERS.COM/, and HTTPS://WWW.LINKEDIN.COM/COMPANY/WMS-PARTNERS/.
WMS Partners, LLC

1 W. PENNSYLVANIA AVENUE

TOWSON, MD 21204

$8.46M

Assets Under Management

Not reported

Total Clients

34

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Joshua Rowe’s Registration & Firm History

MD

12/09/2019 - Present

WMS Partners, LLC (TOWSON MD)

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Licenses & Designations

IA

Issued 04/24/2013

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joshua F Rowe.
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