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WILLIAMSON ADVISORY SERVICES, INC.
CRD 160102
630 VILLAGE TRACE, BUILDING 15, SUITE B, MARIETTA, GA, 30067-1516, United States
Phone
404-719-4222
Fax
404-719-4223
Registration
— (—)
Source
State registered
Total AUM
$108.4M
Discretionary AUM
$108.4M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-12
Disciplinary history
No
Services
Portfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 32 | $10.6M |
| High net worth individuals | 34 | $97.8M |
Official SEC filing: View on IAPD