Williamson Advisory Services, Inc.

Overview

Williamson Advisory Services, Inc. is an independent, individually owned registered investment adviser that manages wealth for individuals and families. The firm charges fees as a percentage of assets under management and lists portfolio management for individuals and small businesses and pension consulting services among its advisory activities. It does not identify as an active ESG investor and is not classified as a multi-state or capital allocator. The firm reports an industry affiliation with accounting professionals.

Assets & Accounts

Public Holdings

Investments & Alternatives