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J.F. WILLIAMS CO., INC.
CRD 113569 · SEC 801-96243
1120 LINCOLN STREET, SUITE 1603, DENVER, CO, 80203, United States
Phone
303-753-4506
Fax
303-736-4009
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$286.5M
Discretionary AUM
$0
Team
4 total employees; 4 advisory reps; 4 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 92 | $59.6M |
| High net worth individuals | 50 | $222.6M |
| Charitable organizations | 1 | $3.0M |
| Corporations/business entities | 1 | $1.3M |
States served
CO, LA, NE, TX
All web addresses on file
Official SEC filing: View on IAPD