ANTOINE WILLIAMS & ASSOCIATES WEALTH MANAGEMENT, LLC - Financial Advisor in Vermont, Shelburne

Tel: 802-985-8808 2989 Shelburne Road Shelburne, Vermont 05482

About ANTOINE WILLIAMS & ASSOCIATES WEALTH MANAGEMENT, LLC

ANTOINE WILLIAMS & ASSOCIATES WEALTH MANAGEMENT, LLC is a Shelburne, Vermont based financial advisory firm with nearly $229,248,760 in assets under management and provides investment advisory services for 898 clients. There are currently 3 financial advisors at the firm.

General Information

Firm CRD#:

312253

Firm SEC#:

801-120352

Assets Under Management:

$229,248,760

No. of Clients:

898

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges

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Top Financial Advisory Firms in Vermont, Shelburne

FirmCRD#:106749

SEC#:801-52060

No. of Advisors:5

No. of Clients:486

AUM:$523,512,825

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

M. KRAUS & COMPANY

106749

801-52060

486

$523,512,825

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