Overview
Assets Under Management: $157 million
Frequently Asked Questions
MAY, WILLIAM MICHAEL is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #135127), MAY, WILLIAM MICHAEL is subject to fiduciary duty under federal law.
According to their SEC Form ADV, MAY, WILLIAM MICHAEL offers financial planning and portfolio management for individuals. View all service details ↓
MAY, WILLIAM MICHAEL manages $157 million in client assets according to their SEC filing dated March 05, 2025.
According to their SEC Form ADV, MAY, WILLIAM MICHAEL serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Total Client Accounts: 211
Discretionary Accounts: 211
Regulatory Filings
CRD Number: 135127
Filing ID: 1950025
Last Filing Date: 2025-03-05 10:19:00
Website: https://verizon.net