1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2WILLIAMS ASSOCIATES CPA'S

Map pinPOTOMAC, MD
Phone301-294-7804
NotebookSEC #801-61364
Total AUM
$20M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9218 WINTERSET DRIVE
POTOMAC
MD 20854
USA
Operating Hours
9-5
Monday - Friday
Phone
301-294-7804

ReceiptFinancials

Total AUM
$20M
Accounts
150
Discretionary
$0
Accounts
0
Non-Discretionary
$20M
Accounts
150

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges CommissionCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

View all affiliates →

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

Feature requires an account