W
$108.4M Total AUM
$108.4M Disc. AUM
-- 3Y CAGR
2 Employees
66 ADV. Clients
14 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-04-2012
- Office Locations
- 1
Office Locations
630 Village Trace Building 15, Suite B Marietta GA
About Williamson Advisory Services, Inc.
Williamson Advisory Services, Inc. is a Marietta-based RIA. The firm has been operating for 14 years. Managing $108.4M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Wells Fargo.
Team overview
-- AVG AGE
$54.2M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
14 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
14yrs Firm Age
Insights
Available
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Investment Vehicles
Available
Services
Available
Owner & Executives
GEORGE BEAUCHAMP WILLIAMSON
Chief Compliance Officer, President
- CRD
- #4422006
- Ownership
- 75% or more
Available
Available
Available
J
JULIE LEIGH WILLIAMSON
EXECUTIVE VICE PRESIDENT
- CRD
- #6144363
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $108,379,258 | -- |
| Non-Discretionary | $0 | -- |
| Total | $108,379,258 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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