Williams Market Analytics LLC
Firm details
- Headquarters
- ,
- CRD number
- 283496
- Custodians
- INTERACTIVE BROKERS LLC, FOLIOFN
- Fee structure
- Percentage of AUM, Subscription Fees
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Williams Market Analytics LLC is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on portfolio management for individuals and small businesses and also carries the status of a registered representative of a broker‑dealer. Its client base is primarily individual and family investors, and its fee model combines a percentage-of-assets-under-management with subscription-style fees. The adviser does not position itself as an active ESG investor and is not registered as a multi-state or pension consultant adviser.
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
- Exchange Traded Equities80%
- Cash & Cash Equivalents20%
Contacts
1 of 1
Seth Williams
Wealth Manager; AdministratorCRD 6630671
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations