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Home > Retirement Planners > vermont > north bennington > WILLIAMS FINANCIAL, LLC
WILLIAMS FINANCIAL, LLC
12 Main Street
North Bennington, Vermont 05257
Tel: 866-986-4469
About WILLIAMS FINANCIAL, LLC
WILLIAMS FINANCIAL, LLC, formally registered with the SEC as WILLIAMS FINANCIAL, LLC. The firm was established in 05/08/2020. They have over 3 offices throughout the country.
WILLIAMS FINANCIAL, LLC is a North Bennington, Vermont based Financial Planning firm with nearly $174,473,081 assets under management, offering retirement planning & investment advisory services to 797 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 137038 |
| SEC# | 801-118678 |
| Assets Managed by Firm | $174,473,081 |
| No. of Clients | 797 |
| No. of Advisors | 7 |
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
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 797 | $174,473,081 |
| Individuals (other than high net worth individuals) | 203 | $68,366,753 |
| High net worth individuals | 50 | $100,642,437 |
| Pension and profit sharing plans | 3 | $4,075,831 |
| Charitable organizations | 3 | $1,350,221 |
| Corporations or other businesses | 1 | $37,839 |
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