Williams, Jones & Associates Review

Trust Score 97%
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Last updated: June 11th, 2019. Data source: SEC filings.

Williams, Jones & Associates, federally registered in 1988, is a Registered Investment Advisor (RIA) in 37 state(s) with a licensed staff of 14 advisors. Williams, Jones & Associates manages $7.0 billion and provides investment advisory services for 1,396 clients (1:100 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 $5,006,997
Hybrid Advisor No
Disciplinary History No
Total AUM $7.0 billion
Advisor / Client Ratio 1:100
Headquarters New York, NY
SEC Filings Forms and Brochures    (CRD # 106861)
State(s) Registered AL, AZ, CA, CO, CT, DE, DC, FL, GA, ID, IL, IN, LA, ME, MD, MA, MI, MN, MO, MT, NV, NH, NJ, NM, NY, NC, OH, OR, PA, RI, SC, TN, TX, VT, VA, WA, WI, WY

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