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J.f. Williams Co., Inc.

● SEC registered since 2015CRD 113569SEC# 801-96243Denver, CO
Export (members)
Reg. AUM
$251.5M
Employees
4
Accounts
489
Location
Denver, CO

J.f. Williams Co., Inc. assets under management

J.f. Williams Co., Inc. is an investment advisory firm registered with the SEC based in Denver, CO. The firm has been registered since 2015. It reports $251.5 million in regulatory assets under management and employs 4 people.

J.f. Williams Co., Inc. owners & executives

4 reported
NameTitleOwnershipSince
Adam Scott Van Wert ControlMinority Shareholder/Treasurer10-25%2024
James Frank Williams ControlMinority Shareholder25-50%2017
Juan Jose Guevara ControlMinority Shareholder/Secretary10-25%2024
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Frequently asked questions

How much does J.f. Williams Co., Inc. manage?

J.f. Williams Co., Inc. reports $251.5 million in regulatory assets under management on its Form ADV.

How many employees does J.f. Williams Co., Inc. have?

J.f. Williams Co., Inc. reports 4 employees.

Where is J.f. Williams Co., Inc. located?

J.f. Williams Co., Inc. is based in Denver, CO and has been SEC-registered since 2015.

Does J.f. Williams Co., Inc. disclose fund performance?

J.f. Williams Co., Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1120 Lincoln Street, Suite 1603, Denver, CO 80203
Phone303-753-4506
Fax303-736-4009
Office hours8a.m. - 5p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary
Non-discretionary$251.5M
Total (RAUM)$251.5M