WILLIAMS FINANCIAL CONSULTANTS INC
WILLIAMS FINANCIAL CONSULTANTS INC of CORAL SPRINGS, FL is an SEC-registered investment adviser (CRD 106919). Regulatory assets under management: $52.9M.
Registration
- CRD: 106919
- SEC file number: 801-18804
- Type: Registered investment adviser
- Location: 3000 NORTH UNIVERSITY DRIVE, SUITE 2F, CORAL SPRINGS, FL, 33065
- Phone: 954-227-5511
- Latest filing: 2005-06-27
- Regulatory AUM: $52.9M
- Discretionary AUM: $3.5M
- Non-discretionary AUM: $49.4M
- Clients: 1
- Accounts: 87
Officers, owners & control persons (3)
| Name | Role | Location |
|---|
| WILLIAMS JOHN COLE | OWNER/AGENT | — |
| WILLIAMS JOSEPH PERCIVAL | OWNER/PRESIDENT; OWNER/PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| COLE LOIS KAY | OWNER/AGENT | — |
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