WILLIAMSON LEGACY GROUP, LLC is an SEC-registered investment adviser (CRD 318629). Regulatory assets under management: $183.1M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Andrew S Warning | CHIEF COMPLIANCE OFFICER | — |
| Joseph Richard Williamson | MANAGING DIRECTOR AND CEO | — |
| WILLIAMSON JOHN RICHARD | MANAGING DIRECTOR AND CEO | — |
| WARNING ANDREW S | CHIEF COMPLIANCE OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| BROOKLYN | NY | 1 | 317-447-3212 |
| — | — | 1 | 312-447-3212 |
| — | — | 1 | 312-447-3212 |
| FISHERS | IN | 1 | 317-447-3212 |
| BROOKLYN | NY | 1 | 317-447-3212 |
| — | — | 1 | 312-447-3212 |
| — | — | 1 | 312-447-3212 |
| FISHERS | IN | 1 | 317-447-3212 |