Paul M Williams LLC
Firm details
- Headquarters
- Katonah, New York
- CRD number
- 319259
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Paul M Williams LLC is a small, individually owned limited liability company that provides financial planning and discretionary portfolio management to individuals and small businesses. The firm reports a mix of fee arrangements—percentage of assets under management, hourly fees, and fixed fees—rather than reliance on a single billing model. It does not identify as an ESG investor, is not a multi-state adviser, and is not listed as a capital allocator or related adviser.
Assets & Accounts
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
Contacts
1 of 1
Paul Williams
PresidentCRD 7509762
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Katonah, NY
Westchester
Location
Katonah, NY
Headquartered in Katonah, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Westchester
- Address
- 282 Katonah Ave
- Time zone
- ET (UTC-5)
- Office locations
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