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 operates as a limited liability company focused on providing portfolio management services primarily for individuals and small businesses. The firm is classified as unclassified and is structured to charge fees based on a percentage of assets under management and subscription fees. As a registered representative of a broker-dealer, Williams Market Analytics LLC engages in investment activities but does not actively participate in ESG investing or serve as a capital allocator. The firm has built a client base that consists of individual and family clients, reflecting a personalized approach to wealth management.
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 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