This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Nationwide
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-07-2010
- Office Locations
- 1
Office Locations
About Williams Advisory Services, LLC
The Dover Group (Williams Advisory Services, LLC) provides personalized financial planning with an emphasis on retirement and estate planning for individuals and families focused on preserving and transferring wealth. The firm integrates investment planning and risk management into a tailored roadmap and is frequently referred by leading law firms, accounting firms, and trust departments. Custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
DANIEL ROBERT WILLIAMS
Certified Financial Planner, Chief Compliance Officer, Managing Member
- CRD
- #2108263
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $57,622,760 | -- |
| Non-Discretionary | $0 | -- |
| Total | $57,622,760 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing