Overview
Assets Under Management: $174 million
Headquarters: NORTH BENNINGTON, VT
High-Net-Worth Clients: 55
Average Client Assets: $2 million
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