Overview
Assets Under Management: $441 million
Headquarters: ABILENE, TX
High-Net-Worth Clients: 2
Average Client Assets: $61 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 2
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 27.83
Average High-Net-Worth Client Assets: $61 million
Total Client Accounts: 494
Discretionary Accounts: 494
Regulatory Filings
CRD Number: 294782
Filing ID: 1972620
Last Filing Date: 2025-03-31 13:21:00
Website: https://williammadison.com