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Building 2WILLIAMS FINANCIAL, LLC

Map pinNORTH BENNINGTON, VT
Phone866-986-4469
NotebookSEC #801-118678
Total AUM
$209.9M
Employees
7
Clients
267

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12 MAIN STREET
NORTH BENNINGTON
VT 05257
United States
Operating Hours
9AM- 5PM (CLOSED FOR LUNCH 12PM-1PM)
Monday - Friday
Phone
866-986-4469
Other Offices
2

ReceiptFinancials

Total AUM
$209.9M
Accounts
837
Discretionary
$201.1M
Accounts
799
Non-Discretionary
$8.8M
Accounts
38

ContactClients

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Individual Clients
198
AUM
$82.3M
HNW Individual Clients
63
AUM
$121.7M
Pension/Profit Sharing Plan Clients
3
AUM
$4.6M
Charitable Organization Clients
3
AUM
$1.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMANHNYTXVT

HandshakeAffiliates

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

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