A.h. Williams & Company, LP

A.h. Williams & Company, LP (CRD# 123682) is a financial advisory firm headquartered in Philadelphia, PA. They manage $63,988,430 in 35 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    64
    MILLION
  • Total Number of Accounts
    35
    ACCOUNTS
  • Average Account Value
    $1,828,241
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 - 4 of 4 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
James R. Ash
CRD#: 824879
Saint Charles, MO
93
Wealthminder
score

James Ash (CRD# 824879) is an Investment Advisor Representative working at A.h. Williams & Company, LP in Saint Charles, MO and has over 37 years of experience in the finance industry.

3
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 20 years of experience in the finance industry.

4
Nina Zotter
CRD#: 6881937
1650 Market St, Floor 53, Philadelphia, PA 19103
87
Wealthminder
score

Nina Zotter (CRD# 6881937) is an Investment Advisor Representative working at A.h. Williams & Company, LP in Philadelphia, PA and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.