WILLIAMS FINANCIAL GROUP

2616-A Dauphin Street
Mobile, Alabama 36606
Tel: 251-473-2120

About WILLIAMS FINANCIAL GROUP

WILLIAMS FINANCIAL GROUP, formally registered with the SEC as WILLIAMS FINANCIAL GROUP. The firm was established in 09/04/2020. They have over 2 offices throughout the country.

WILLIAMS FINANCIAL GROUP is a Mobile, Alabama based Financial Planning firm with nearly $277,766,543 assets under management, offering retirement planning & investment advisory services to 491 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	310008
SEC#	801-119410
Assets Managed by Firm	$277,766,543
No. of Clients	491
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	491	$277,766,543
Individuals (other than high net worth individuals)	351	$96,342,485
High net worth individuals	134	$173,670,931
Pension and profit sharing plans	4	$7,640,000
Charitable organizations	1	$113,127

More Retirement Planning firms in Mobile, Alabama:

Firm Name	Assets Under Management	Total Clients	Total Advisors
HIGHLAND ASSOCIATES INC 2545 Highland Avenue South, Suite 200 Birmingham, AL, 35205	$23,574,716,836	61	19
REGIONS INVESTMENT MANAGEMENT, INC. 1900 5th Avenue North, Sixth Floor Birmingham, AL, 35203-2618	$16,990,335,269	2	29
HARBERT FUND ADVISORS, INC. 2100 Third Avenue North Ste 600 Birmingham, AL, 35203	$8,110,107,935	50	167
VULCAN VALUE PARTNERS LLC Three Protective Center, 2801 Highway 280 South, Ste 300 Birmingham, AL, 35223	$7,878,130,018	367	42
STONEGATE INVESTMENT GROUP, LLC 2005 Stonegate Trail, Suite # 101 Birmingham, AL, 35242	$5,670,936,072	2768	14

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