CRD: 123682
A. H. Williams & Company, Inc.
$74.9M Total AUM
$74.9M Disc. AUM
-- 3Y CAGR
4 Employees
51 ADV. Clients
22 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Comerica Bank · Hilltop Securities
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-10-2003
- Office Locations
- 2
Office Locations
11 E. MT Vernon AVE Haddonfield NJ
1201 E. Hector Street Conshohocken PA
About A. H. Williams & Company, Inc.
A. H. Williams & Company is a New Jersey–based retail RIA providing financial planning, portfolio construction, and risk management. The firm’s discretionary SMA allocations are heavily tilted to municipal bonds, with limited use of ETFs and pooled vehicles. Performance reporting is produced via outsourced portfolio management software fed directly by its clearing bank; custody includes Charles Schwab.
Team overview
67 AVG AGE
$37.5M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
11.4 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
22yrs Firm Age
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Investment Themes
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Owner & Executives
G
GLENN ALFRED WILLIAMS
President
- CRD
- #870216
- Ownership
- Less than 5%
(532) 609-6227
element.ridge@vertexcapital.com
in linkedin.com/in/prime-catalyst
Showing 1 of 1 owners & executives
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G
Gavin B King
--
- CRD
- #7899569
(427) 844-8010
radial.radial@legacycapital.com
in linkedin.com/in/catalyst-timber
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $74,936,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $74,936,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $74,936,000
Municipal Bonds:
30.3% Cash:
34.5% Equity - Exchange:
35.2% | Asset class | Assets | Assets % |
|---|---|---|
| Municipal Bonds | $1,871,035,622 | 30.3% |
| Cash | $2,130,387,094 | 34.5% |
| Equity - Exchange | $2,173,612,340 | 35.2% |
| Total | $6,175,035,056 | 100.0% |