Antoine Williams & Associates Wealth Management, Llc

Antoine Williams & Associates Wealth Management, Llc

Shelburne, Vermont

Antoine Williams & Associates Wealth Management, LLC is a reputable investment advisory firm based in Shelburne, VT, dedicated to providing comprehensive financial services. With a strong client base of over 250 individuals, the firm manages an impressive $173,065,000 in assets, showcasing their expertise in wealth management. Operating from a single office location, Antoine Williams & Associates Wealth Management, LLC caters to a diverse clientele, with approximately half of their assets under management originating from employer 401(k) plans and individuals. Their considerable experience in this domain allows them to offer tai...see more

Assets Under Mgmt

$173.07M

Investment Professionals

1

Locations

0

% 401K & Individual

44%

% Discretionary

100%

Compensation Structure

  • A percentage of assets under your management
  • Hourly Charges

Services Provided Section

  • Financial Planning Services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Reviews for Antoine Williams & Associates Wealth Management, Llc

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