Antoine Williams & Associates Wealth Management, LLC

Antoine Williams & Associates Wealth Management, LLC (CRD# 312253) is a financial advisory firm headquartered in Shelburne, VT. They manage $197,908,113 in 855 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
2989 Shelburne Road, Shelburne, VT 05482
http://www.antoinewilliamsandassoc.com
By the Numbers
  • Total Assets Under Management
    198
    MILLION
  • Total Number of Accounts
    855
    ACCOUNTS
  • Average Account Value
    $231,471
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, MA, NC, NH, NY, SC, TX, VT

Financial Advisors at Antoine Williams & Associates Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Antoine Williams, financial advisor Shelburne VT
Antoine T. Williams
CRD#: 2072136
2989 Shelburne Road, Shelburne, VT 05482

Antoine Williams (CRD# 2072136) is an Investment Advisor Representative working at Antoine Williams & Associates Wealth Management, LLC in Shelburne, VT and has over 24 years of experience in the finance industry.

2
Tina Lagrow, financial advisor Shelburne VT
Tina M. Lagrow
CRD#: 5299286
2989 Shelburne Road, Shelburne, VT 05482

Tina Lagrow (CRD# 5299286) is an Investment Advisor Representative working at Antoine Williams & Associates Wealth Management, LLC in Shelburne, VT and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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