ANTOINE WILLIAMS & ASSOCIATES WEALTH MANAGEMENT, LLC

2989 Shelburne Road
Shelburne, Vermont 05482
Tel: 802-985-8808

About ANTOINE WILLIAMS & ASSOCIATES WEALTH MANAGEMENT, LLC

ANTOINE WILLIAMS & ASSOCIATES WEALTH MANAGEMENT, LLC, formally registered with the SEC as ANTOINE WILLIAMS & ASSOCIATES WEALTH MANAGEMENT, LLC. The firm was established in 02/18/2021. They have over 1 offices throughout the country.

ANTOINE WILLIAMS & ASSOCIATES WEALTH MANAGEMENT, LLC is a Shelburne, Vermont based Financial Planning firm with nearly $229,248,760 assets under management, offering retirement planning & investment advisory services to 898 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	312253
SEC#	801-120352
Assets Managed by Firm	$229,248,760
No. of Clients	898
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	898	$229,248,760
Individuals (other than high net worth individuals)	265	$88,419,756
High net worth individuals	63	$140,829,004

More Retirement Planning firms in Shelburne, Vermont:

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NLG CAPITAL, INC. One National Life Drive Montpelier, VT, 05604	$35,941,367,795	8	43
CHAMPLAIN INVESTMENT PARTNERS, LLC 180 Battery Street, Suite 400 Burlington, VT, 05401-5334	$17,319,756,035	119	42
MANCHESTER CAPITAL MANAGEMENT LLC 3657 Main Street Manchester, VT, 05254	$3,688,455,226	1684	37
ESI FINANCIAL ADVISORS One National Life Drive Montpelier, VT, 05604	$2,124,751,345	11558	450
MAPLE CAPITAL MANAGEMENT, INC. 535 Stone Cutters Way Montpelier, VT, 05602	$1,723,412,484	2649	23

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