Williams Jones was established in 1988 as a SEC registered investment advisory firm.
We provide customized wealth management services to private individuals, retirement plans and non-profit organizations. The Firm has expertise in equity and fixed income securities and in selecting outside hedge fund managers.
We manage each portfolio separately according to a client's unique investment objectives. A seasoned portfolio manager and an experienced portfolio administrator are the client's primary contacts.
Our team of portfolio managers average 35 years of experience and works directly with each client to determine their investment goals and objectives.
We utilize sophisticated portfolio management, research, trading and client reporting systems.
The Firm's investment sophistication and high level of service have enabled us to grow nearly exclusively through client recommendations.
Company Details
- Employees
- 37
- Founded
- -
- Address
- 717 Fifth Avenue,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://www.williamsjones.com/
- Keywords
- New York.
- HQ
- New York, NY
Williams Jones Wealth Management Questions
Williams Jones Wealth Management's website is https://www.williamsjones.com/
Williams Jones Wealth Management's LinkedIn profile is https://www.linkedin.com/company/williams-jones
Williams Jones Wealth Management has
37 employees.
View email and phone details for 37
employees at Williams Jones Wealth Management.
Williams Jones Wealth Management's industry is
Financial Services
Williams Jones Wealth Management's top competitors are
Adero Partners,
Buckingham Strategic Wealth,
Focus Partners Wealth,
Bbr Partners,
Bartlett Wealth Management,
Summit Trail Advisors,
Douglas C. Lane & Associates, Llc,
Joel Isaacson & Co., Llc,
Summit Financial Wealth Advisors,
Wealthspire Advisors.
Williams Jones Wealth Management's categories are Financial Services
Williams Jones Wealth Management's founding year is 1988
