Stephen R Williams Investment Advisor LLC
Firm details
- Headquarters
- ,
- CRD number
- 127516
- Custodians
- TD AMERITRADE, INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Stephen R Williams Investment Advisor LLC operates as a limited liability company focused on providing portfolio management services primarily for individuals and small businesses. The firm emphasizes a personalized approach to investment management, catering to the unique financial goals of its clients. The firm does not engage in capital allocation or serve as a pension consultant, and it does not have a specific focus on ESG investments. The advisory fee structure is based on a percentage of assets under management, aligning the firm’s interests with those of its clients.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities100%
Contacts
1 of 1Stephen Williams
Principal & PresidentCRD 1138226
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations