CRD: 312253
Antoine Williams & Associates Wealth Management, LLC
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- Custodian
- SEI
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-18-2021
- Office Locations
- 1
Office Locations
About Antoine Williams & Associates Wealth Management, LLC
Antoine Williams & Associates Wealth Management, LLC is a fiduciary RIA serving pre-retirees and retirees nationwide, with particular focus on groups such as physicians, educators, executives, small business owners, inheritors, divorcees, and widows/widowers. The firm uses a consultative retirement-planning process centered on client values, goals, risk tolerance, and diversification, and builds portfolios using vehicles such as ETFs, mutual funds, and fixed income; custody includes SEI.
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Owner & Executives
ANTOINE TROY WILLIAMS
Chief Compliance Officer, Managing Member, Owner
- CRD
- #2072136
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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TINA M LAGROW
Vice President
- CRD
- #5299286
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $318,898,746 | $321,147 |
| Non-Discretionary | $0 | -- |
| Total | $318,898,746 | $321,147 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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