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Building 2WILLIAMS JONES WEALTH MANAGEMENT, LLC

Map pinNEW YORK, NY
Phone212-935-8750
NotebookSEC #801-116946
Total AUM
$12.5B
Employees
52
Clients
1,754

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
717 FIFTH AVENUE
11TH FLOOR
NEW YORK
NY 10022
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
212-935-8750
Other Offices
2

ReceiptFinancials

Total AUM
$12.5B
Accounts
4,788
Discretionary
$12.4B
Accounts
4,717
Non-Discretionary
$54.6M
Accounts
71

ContactClients

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Individual Clients
182
AUM
$125M
HNW Individual Clients
1,335
AUM
$11B
Pension/Profit Sharing Plan Clients
26
AUM
$114.1M
Charitable Organization Clients
127
AUM
$271.4M
Corporation or Business Clients
84
AUM
$1B

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
CREDIT AND CASH MANAGEMENT SOLUTIONS; INSURANCE SOLUTIONS
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNHNJNMNVNYOHORPAPRRISCTNTXUTVAVTWAWI

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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