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Home > Retirement Planners > colorado > denver > J.F. WILLIAMS CO., INC.
J.F. WILLIAMS CO., INC.
1120 Lincoln Street
Suite 1603
Denver, Colorado 80203
Tel: 303-753-4506
About J.F. WILLIAMS CO., INC.
JF WILLIAMS CO, INC, formally registered with the SEC as JF WILLIAMS CO, INC. The firm was established in 05/11/2015. They have over 1 offices throughout the country.
J.F. WILLIAMS CO., INC. is a Denver, Colorado based Financial Planning firm with nearly $229,307,447 assets under management, offering retirement planning & investment advisory services to 474 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 113569 |
| SEC# | 801-96243 |
| Assets Managed by Firm | $229,307,447 |
| No. of Clients | 474 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 474 | $229,307,447 |
| Individuals (other than high net worth individuals) | 92 | $53,298,049 |
| High net worth individuals | 43 | $170,895,168 |
| Charitable organizations | 1 | $2,184,822 |
| Corporations or other businesses | 1 | $2,929,408 |
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