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Building 2ANTOINE WILLIAMS & ASSOCIATES WEALTH MANAGEMENT, LLC

Map pinSHELBURNE, VT
Phone802-985-8808
NotebookSEC #801-120352
Total AUM
$294.9M
Employees
3
Clients
356

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2989 SHELBURNE ROAD
SHELBURNE
VT 05482
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
802-985-8808

ReceiptFinancials

Total AUM
$294.9M
Accounts
970
Discretionary
$294.9M
Accounts
970
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
283
AUM
$148.9M
HNW Individual Clients
66
AUM
$146M
Pension/Profit Sharing Plan Clients
7
AUM
$0

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMANCNHNYSCTXVT

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

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