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WILLIAMS, JONES & ASSOCIATES, LLC
NEW YORK, NY
212-935-8750
SEC #801-31832Total AUM
$7B
Employees
38Clients
1,396Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
717 FIFTH AVE
11TH FLOOR
NEW YORK
NY 10022
United States
11TH FLOOR
NEW YORK
NY 10022
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Monday - Friday
Phone
212-935-8750
Other Offices
1
Financials
Total AUM
$7B
Accounts
3,974Discretionary
$6.8B
Accounts
3,722Non-Discretionary
$160.8M
Accounts
252
Clients
Individual Clients
232AUM
$101.2M
HNW Individual Clients
999AUM
$6.1B
Pension/Profit Sharing Plan Clients
29AUM
$103.7M
Charitable Organization Clients
61AUM
$280.1M
Corporation or Business Clients
74AUM
$450.5M
Other Clients
1AUM
$505.4K
Description of Other Clients
UNINCORPORATED ASSOCIATION
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
ALAZCACOCTDCDEFLGAIDILINLAMAMDMEMIMNMOMTNCNHNJNMNVNYOHORPARISCTNTXVAVTWAWI
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.