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WILLIAMS ASSET MANAGEMENT

WILLIAMS & ASSOCIATES, INC.

CRD 338196 · SEC 801-135121

Visit website

8850 COLUMBIA 100 PARKWAY, SUITE 204, COLUMBIA, MD, 21045, United States

Phone

410-740-0220

Fax

N/A

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$661.1M

Discretionary AUM

$654.3M

Team

9 total employees; 6 advisory reps

Clients

0

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-05-27

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
High net worth individuals433$661.1M

States served

CA, CO, DE, DC, IN, MD, MA, NC, OH, PA, SC, VA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD