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Antoine Williams & Associates Wealth Management, LLC

● SEC registered since 2021CRD 312253SEC# 801-120352Shelburne, VT
Export (members)
Reg. AUM
$318.9M
Employees
3
Accounts
993
Location
Shelburne, VT

Antoine Williams & Associates Wealth Management, LLC assets under management

Antoine Williams & Associates Wealth Management, LLC is an investment advisory firm registered with the SEC based in Shelburne, VT. The firm has been registered since 2021. It reports $318.9 million in regulatory assets under management and employs 3 people.

Antoine Williams & Associates Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Antoine Troy Williams ControlManaging Member & Chief Compliance OfficerOver 75%2021

Frequently asked questions

How much does Antoine Williams & Associates Wealth Management, LLC manage?

Antoine Williams & Associates Wealth Management, LLC reports $318.9 million in regulatory assets under management on its Form ADV.

How many employees does Antoine Williams & Associates Wealth Management, LLC have?

Antoine Williams & Associates Wealth Management, LLC reports 3 employees.

Where is Antoine Williams & Associates Wealth Management, LLC located?

Antoine Williams & Associates Wealth Management, LLC is based in Shelburne, VT and has been SEC-registered since 2021.

Does Antoine Williams & Associates Wealth Management, LLC disclose fund performance?

Antoine Williams & Associates Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2989 Shelburne Road, Shelburne, VT 05482
Phone802-985-8808
Fax802-985-8850
Office hours9:00a.m. - 5:00p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$318.9M
Non-discretionary$0
Total (RAUM)$318.9M