WILLIAMS FINANCIAL, LLC
Tel: 866-986-4469 12 Main Street North Bennington, Vermont 05257
About WILLIAMS FINANCIAL, LLC
WILLIAMS FINANCIAL, LLC is a North Bennington, Vermont based financial advisory firm with nearly $174,473,081 in assets under management and provides investment advisory services for 797 clients. There are currently 7 financial advisors at the firm.
General Information
Firm CRD#:
137038
Firm SEC#:
801-118678
Assets Under Management:
$174,473,081
No. of Clients:
797
No. of Advisors:
7
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
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