Antoine Williams & Associates Wealth Management, LLC

RIASEC RegisteredEst. 2021

Total AUM

$319M

Discretionary

$319M

100% of AUM

Avg account

$321K

Accounts

993

Employees

Advisory reps

Firm details

Headquarters: Shelburne, Vermont
CRD number: 312253
Registered since: February 18, 2021
Website: www.antoinewilliamsandassoc.com
Custodians: SEI INVESTMENTS DISTRIBUTION CO.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI69.46%
Individuals30.54%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Antoine Williams & Associates Wealth Management, LLC is an independent registered investment adviser organized as a limited liability company and SEC-registered in 2021. The firm operates as a capital allocator serving individual and family clients, charging fees by percentage of AUM as well as offering hourly and fixed-fee engagements. Its advisory services, as listed in regulatory filings, include financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The firm does not identify itself as an active ESG investor and is not reported as a multi-state adviser.