William J. James, Inc.

William J. James, Inc. (CRD# 129467) is a financial advisory firm headquartered in Fishers, IN. They manage $4,595,335 in 34 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
Po Box 716, Fishers, IN 46038
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    34
    ACCOUNTS
  • Average Account Value
    $135,157
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IN

Financial Advisors at William J. James, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
William James, financial advisor Bloomington IN
William J. James
CRD#: 1341286
1602 West Third St., Ste. D, Bloomington, IN 47404

William James (CRD# 1341286) is an Investment Advisor Representative working at William J. James, Inc. in Bloomington, IN and has over 39 years 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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