WILLIAMS FINANCIAL, LLC of NORTH BENNINGTON, VT is an SEC-registered investment adviser (CRD 137038). Regulatory assets under management: $209.9M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions.
| Name | Role | Location |
|---|---|---|
| James Jason Williams | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| WILLIAMS JAMES JASON | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| LEOMINSTER | MA | 1 | 866-986-4469 |
| SARATOGA SPRINGS | NY | 1 | 866-986-4469 |
| LEOMINSTER | MA | 1 | 866-986-4469 |
| SARATOGA SPRINGS | NY | 1 | 866-986-4469 |