Overview
Assets Under Management: $174 million
Headquarters: NORTH BENNINGTON, VT
High-Net-Worth Clients: 55
Average Client Assets: $2 million
Frequently Asked Questions
WILLIAMS FINANCIAL, LLC 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 #137038), WILLIAMS FINANCIAL, LLC is subject to fiduciary duty under federal law.
WILLIAMS FINANCIAL, LLC is headquartered in NORTH BENNINGTON, VT.
WILLIAMS FINANCIAL, LLC serves 55 high-net-worth clients according to their SEC filing dated September 30, 2024. View client details ↓
According to their SEC Form ADV, WILLIAMS FINANCIAL, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
WILLIAMS FINANCIAL, LLC manages $174 million in client assets according to their SEC filing dated September 30, 2024.
According to their SEC Form ADV, WILLIAMS FINANCIAL, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 55
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 56.72
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 797
Discretionary Accounts: 773
Non-Discretionary Accounts: 24
Regulatory Filings
CRD Number: 137038
Last Filing Date: 2024-09-30 00:00:00
Website: https://williamsfinancial.net