Overview
Assets Under Management: $7.2 billion
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 917
Average Client Assets: $6.6 million
Frequently Asked Questions
WILLIAMS, JONES & ASSOCIATES, 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 #106861), WILLIAMS, JONES & ASSOCIATES, LLC is subject to fiduciary duty under federal law.
WILLIAMS, JONES & ASSOCIATES, LLC is headquartered in NEW YORK, NY.
WILLIAMS, JONES & ASSOCIATES, LLC serves 917 high-net-worth clients according to their SEC filing dated November 14, 2018. View client details ↓
According to their SEC Form ADV, WILLIAMS, JONES & ASSOCIATES, LLC offers portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
WILLIAMS, JONES & ASSOCIATES, LLC manages $7.2 billion in client assets according to their SEC filing dated November 14, 2018.
According to their SEC Form ADV, WILLIAMS, JONES & ASSOCIATES, LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 917
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.05%
Average Client Assets: $6.6 million
Total Client Accounts: 3,839
Discretionary Accounts: 3,564
Non-Discretionary Accounts: 275
Regulatory Filings
CRD Number: 106861
Filing ID: 1251763
Last Filing Date: 2018-11-14 17:08:00