P
CRD: 111780
Paul R. Williams Investment Advisor
Thousand Oaks, CA
8055584085
$50.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
50 ADV. Clients
28 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Goldman Sachs
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-07-1997
- Office Locations
- 1
Office Locations
-- Thousand Oaks CA
About Paul R. Williams Investment Advisor
Paul R. Williams Investment Advisor is a Thousand Oaks-based RIA. The firm has been operating for 28 years. Managing $50.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Goldman Sachs. Services offered include Business Succession.
Team overview
-- AVG AGE
$50.0M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
5.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
28yrs Firm Age
Insights
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Investment Vehicles
Peak legacy
Services
Optima fusion
Owner & Executives
P
PAUL R. WILLIAMS
Financial Advisor, General Partner, PRINCIPAL
- CRD
- #4397598
- Ownership
- 75% or more
(245) 635-6241
pathway.summit@oakcapital.com
in linkedin.com/in/delta-foundation
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $50,000,000 | -- |
| Total | $50,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $50,000,000
Equity - Exchange:
31.4% U.S. Government/Agency:
36.4% Cash:
32.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,278,978,394 | 31.4% |
| U.S. Government/Agency | $2,641,873,043 | 36.4% |
| Cash | $2,337,041,539 | 32.2% |
| Total | $7,257,892,976 | 100.0% |