Williamson Asset Management LLC
Williamson Asset Management LLC (CRD# 290412) is a financial advisory firm headquartered in , . They manage $7,994,000 in 5 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Williamson Asset Management LLC
By the Numbers
-
Total Assets Under Management8MILLION
-
Total Number of Accounts5ACCOUNTS
-
Average Account Value$1,598,800
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AL
Financial Advisors at Williamson Asset Management LLC
1
Matthew Williamson (CRD# 6840541) is an Investment Advisor Representative working at Williamson Asset Management LLC in Birmingham, AL and has over 6 years of experience in the finance industry.
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