William Averill (CRD# 4956291) is an Investment Advisor Representative working at Aristotle Capital Management, LLC in Los Angeles, CA and has over 17 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Foreside Financial Services, LLC | Boston, MA | Oct 2023 - Current | < 1 |
| Aristotle Capital Management, LLC | Boston, MA | Jun 2015 - Current | 8 |
| Imst Distributors, LLC | Boston, MA | Aug 2015 - Oct 2023 | 8 |
| Loomis Sayles & Compnay, LP | Boston, MA | Feb 2005 - May 2015 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2006 |
- MA
-
Total Assets Under Management43,669MILLIONS
-
Total Number of Accounts5,998ACCOUNTS
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Average Account Value$7,280,581
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, WA, WI, WY
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