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Building 2WILLIAMS GROUP, LLC

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Phone563-599-2666
NotebookSEC #801-110565
Total AUM
$432.1K
Employees
1
Clients
1

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
563-599-2666

ReceiptFinancials

Total AUM
$432.1K
Accounts
1
Discretionary
$432.1K
Accounts
1
Non-Discretionary
$0
Accounts
0

ContactClients

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Pension/Profit Sharing Plan Clients
1
AUM
$432.1K

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
A PERCENTAGE OF PLAN ASSETS UNDER ADVISEMENT

Shield checkCompliance

Disclosures

None reported

State Registrations
FLIAMN

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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