Scott Williams, financial advisor Dallas TX

Scott Williams

CRD Number: 5866566
Current Firm: Palogic Value Management, LP

Scott Williams (CRD# 5866566) is an Investment Advisor Representative working at Palogic Value Management, LP in Dallas, TX and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Palogic Value Management Dallas, TX Oct 2009 - Current 14
Goldman Sachs Dallas, TX Sep 2003 - Current 20
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2022
Contact Info for Scott A. Williams
Phone Number: 214-871-2700
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    260
    MILLIONS
  • Total Number of Accounts
    54
    ACCOUNTS
  • Average Account Value
    $4,823,457
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States

TX

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