A.h. Williams & Company, LP

A.h. Williams & Company, LP (CRD# 123682) is a financial advisory firm headquartered in Philadelphia, PA. They manage $51,611,203 in 28 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    52
    MILLION
  • Total Number of Accounts
    28
    ACCOUNTS
  • Average Account Value
    $1,843,257
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NJ, PA

Financial Advisors at A.h. Williams & Company, LP
Showing 1 - 3 of 3 top financial advisors.
1
James E. Bondelid
CRD#: 2927871
1650 Market Street, 53rd Floor, Philadelphia, PA 19103
101
Wealthminder
score

James Bondelid (CRD# 2927871) is an Investment Advisor Representative working at A.H. Williams & Company, LP in Philadelphia, PA and has over 35 years of experience in the finance industry.  He serves as Chief Investment Officer at AHW, where the firm quadrupled its original investors' money over the firm's first four years. AHW specializes in trading of municipal bonds.

 

A.H. Williams is not a broker/dealer, but is a Registered Investment Advisor with fiduciary responsibility to its clients.  See more at www.ahwilliamsco.com.

2
Glenn A. Williams
CRD#: 870216
1735 Market Street, 34th Floor, Philadelphia, PA 19103
93
Wealthminder
score

Glenn Williams (CRD# 870216) is an Investment Advisor Representative working at A.h. Williams & Company, LP in Philadelphia, PA and has over 19 years of experience in the finance industry.

3
Mark C. Watkinson
CRD#: 5349275
Haddonfield, NJ
73
Wealthminder
score

Mark Watkinson (CRD# 5349275) is an Investment Advisor Representative working at A.h. Williams & Company, LP in Haddonfield, NJ and has over 7 years of experience in the finance industry.

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