S
$9.0M Total AUM
$9.0M Disc. AUM
-- 3Y CAGR
1 Employees
9 ADV. Clients
28 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-14-1998
- Office Locations
- 1
Office Locations
-- Tallahassee FL
About Stephen R Williams Investment Advisor LLC
Stephen R Williams Investment Advisor LLC is a Tallanassee-based RIA. The firm has been operating for 28 years. Managing $9.0M in total assets under management, with 1 advisory representatives. They custody assets with TD Ameritrade.
Team overview
-- AVG AGE
$9.0M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
28.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
28yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
No keyword tags available.
Owner & Executives
STEPHEN RAY WILLIAMS
Certified Financial Planner, President
- CRD
- #1138226
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,000,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
Continue browsing