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Building 2WILLIAM MADISON ADVISORS, INC.

Map pinABILENE, TX
Phone325-673-6171
NotebookSEC #801-113313
Total AUM
$497.7M
Employees
8
Clients
505

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6452 CENTRAL PARK BLVD
ABILENE
TX 79606
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
325-673-6171

ReceiptFinancials

Total AUM
$497.7M
Accounts
1,658
Discretionary
$497.7M
Accounts
1,658
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
357
AUM
$142M
HNW Individual Clients
137
AUM
$341.2M
Charitable Organization Clients
4
AUM
$10.3M
Corporation or Business Clients
7
AUM
$4.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAOKTNTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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