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Building 2J.F. WILLIAMS CO., INC.

Map pinDENVER, CO
Phone303-753-4506
NotebookSEC #801-96243
Total AUM
$286.5M
Employees
4
Clients
144

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1120 LINCOLN STREET
SUITE 1603
DENVER
CO 80203
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
303-753-4506

ReceiptFinancials

Total AUM
$286.5M
Accounts
499
Discretionary
$0
Accounts
0
Non-Discretionary
$286.5M
Accounts
499

ContactClients

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Individual Clients
92
AUM
$59.6M
HNW Individual Clients
50
AUM
$222.6M
Charitable Organization Clients
1
AUM
$3M
Corporation or Business Clients
1
AUM
$1.3M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
COLANETX

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

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