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WILLIAMS ADVISORY SERVICES, LLC
CRD 153782
900 WASHINGTON STREET, WELLESLEY, MA, 02482-5725, United States
Phone
508 598-1247
Fax
781-416-1841
Registration
— (—)
Source
State registered
Total AUM
$57.6M
Discretionary AUM
$57.6M
Team
3 total employees; 2 advisory reps; 137 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees; Commissions; FEE FOR REFERRALS TO OTHER INVESTMENT ADVISERS
Org form
Limited Liability Company
Filing date
2026-03-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 11 | $2.6M |
| High net worth individuals | 38 | $55.0M |
All web addresses on file
Official SEC filing: View on IAPD