Linscomb & Williams Review

Trust Score 98%
Trust Score info_outline

Last updated: July 21st, 2019. Data source: SEC filings.

Linscomb & Williams, federally registered in 1995, is a Registered Investment Advisor (RIA) in 13 state(s) with a licensed staff of 20 advisors. Linscomb & Williams manages $2.8 billion and provides investment advisory services for 1,622 clients (1:82 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $1,000,000
Average Client Balance $1,731,629
Hybrid Advisor No
Disciplinary History No
Total AUM $2.8 billion
Advisor / Client Ratio 1:82
Headquarters Houston, TX
SEC Filings Forms and Brochures    (CRD # 106779)
State(s) Registered AL, CA, CO, FL, GA, LA, NY, NC, OR, PA, TN, TX, WA

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