WILLIAMS FINANCIAL CONSULTANTS INC
Legal name: WILLIAMS FINANCIAL CONSULTANTS
CRD #106919 SEC #801-18804 CORAL SPRINGS, FL 954-227-5511
SEC Registered
Total AUM
$52.9M
Discretionary
$3.5M
Employees
5
Clients
26
Accounts
87
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2005 | $52.9M | $3.5M | $49.4M | 5 | -- |
| Aug 2004 | $42.1M | $3.3M | $38.8M | 5 | -- |
| Jul 2004 | $42.1M | $3.3M | $38.8M | 5 | -- |
| Mar 2002 | $75.6M | $933.4K | $74.6M | 10 | -- |
DateJun 2005
Total AUM$52.9M
Discretionary$3.5M
Non-Disc.$49.4M
Employees5
Clients--
DateAug 2004
Total AUM$42.1M
Discretionary$3.3M
Non-Disc.$38.8M
Employees5
Clients--
DateJul 2004
Total AUM$42.1M
Discretionary$3.3M
Non-Disc.$38.8M
Employees5
Clients--
DateMar 2002
Total AUM$75.6M
Discretionary$933.4K
Non-Disc.$74.6M
Employees10
Clients--