WILLIAMS FINANCIAL, LLC
SEC Form ADV profile.
Total regulatory AUM
$209,922,715
Discretionary
$201,113,871
Non-discretionary
$8,808,844
Firm details
- CRD number
- 137038
- SEC file number
- 801-118678
- Main office
- NORTH BENNINGTON, VT, United States
- Employees
- 7
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.