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Building 2WILLIAMS ASSET MANAGEMENT

Map pinCOLUMBIA, MD
Phone410-740-0220
NotebookSEC #801-135121
Total AUM
$661.1M
Employees
9
Clients
433

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8850 COLUMBIA 100 PARKWAY
SUITE 204
COLUMBIA
MD 21045
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
410-740-0220

ReceiptFinancials

Total AUM
$661.1M
Accounts
1,608
Discretionary
$654.3M
Accounts
1,586
Non-Discretionary
$6.7M
Accounts
22

ContactClients

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HNW Individual Clients
433
AUM
$661.1M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACODCDEFLINMAMDNCOHPASCTXVA

HandshakeAffiliates

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

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