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Building 2BLALOCK WILLIAMS, LLC

Map pinALEXANDER CITY, AL
Phone(256) 444-6256
NotebookSEC #801-129757
Total AUM
$242.6M
Employees
4
Clients
274

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3065 HWY. 63 S.
SUITE 101
ALEXANDER CITY
AL 35010
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(256) 444-6256
Other Offices
1

ReceiptFinancials

Total AUM
$242.6M
Accounts
724
Discretionary
$229.9M
Accounts
703
Non-Discretionary
$12.7M
Accounts
21

ContactClients

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Individual Clients
197
AUM
$47.3M
HNW Individual Clients
48
AUM
$139.1M
Banking Clients
1
AUM
$16.3M
Pension/Profit Sharing Plan Clients
22
AUM
$15.4M
Charitable Organization Clients
1
AUM
$1.2M
Corporation or Business Clients
5
AUM
$23.3M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ALGALATX

HandshakeAffiliates

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

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