ANTOINE WILLIAMS & ASSOCIATES WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- SHELBURNE, Vermont
- CRD number
- 312253
- Registered since
- February 18, 2021
- Custodians
- SEI INVESTMENTS DISTRIBUTION CO.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals50.48%
- HNWI49.52%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Antoine Williams & Associates Wealth Management, LLC is an independent, individual-owned RIA that registered with the SEC in 2021. The firm acts as a capital allocator to both individual/family and institutional clients, offering financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. Its fee model includes a percentage-of-AUM component plus the ability to bill hourly for certain services. The ADV indicates the firm is not an active ESG investor and does not report multistate adviser status.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds64%
- Exchange Traded Equities23%
- Cash & Cash Equivalents6%
- Investment Grade Corp Bonds5%
- State & Local Bonds2%
Contacts
2 of 2ANTOINE WILLIAMS
OwnerCRD 2072136
TINA LAGROW
Client Service AssociateCRD 5299286
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SHELBURNE, VT
CHITTENDEN
Location
SHELBURNE, VT
Headquartered in SHELBURNE, VT, anchoring the Burlington-South Burlington-Barre, VT metro in the Northeast.
- Metro area
- Burlington-South Burlington-Barre, VT
- Region
- Northeast
- County
- CHITTENDEN
- Address
- 2989 Shelburne Rd
- Time zone
- ET (UTC-5)
- Office locations
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