WILLIAMS JONES WEALTH MANAGEMENT, LLC

Tel: 212-935-8750 717 Fifth Avenue 11th Floor New York, New York 10022

About WILLIAMS JONES WEALTH MANAGEMENT, LLC

WILLIAMS JONES WEALTH MANAGEMENT, LLC is a New York, New York based financial advisory firm with nearly $10,568,313,389 in assets under management and provides investment advisory services for 4634 clients. There are currently 45 financial advisors at the firm.

General Information

Firm CRD#:

301925

Firm SEC#:

801-116946

Assets Under Management:

$10,568,313,389

No. of Clients:

4634

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Other (CREDIT AND CASH MANAGEMENT SOLUTIONS; INSURANCE SOLUTIONS)

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