WILLIAMS FINANCIAL, LLC
CRD #137038 SEC #801-118678 NORTH BENNINGTON, VT 866-986-4469
SEC Registered
Total AUM
$191.1M
Discretionary
$184.7M
Employees
7
Clients
101
Accounts
803
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $191.1M | $184.7M | $6.3M | 7 | 5 |
| Sep 2024 | $174.5M | $168.5M | $5.9M | 7 | 5 |
| Feb 2024 | $174.5M | $168.5M | $5.9M | 7 | 5 |
| Feb 2024 | $174.5M | $168.5M | $5.9M | 7 | 5 |
| Mar 2023 | $147.6M | $143.3M | $4.3M | 7 | 5 |
| Apr 2022 | $154.3M | $152.4M | $1.9M | 5 | 5 |
| Feb 2022 | $154.3M | $152.4M | $1.9M | 5 | 5 |
| Nov 2021 | $130.9M | $121.1M | $9.8M | 5 | 3 |
| Oct 2021 | $130.9M | $121.1M | $9.8M | 5 | 3 |
| May 2021 | $130.9M | $121.1M | $9.8M | 6 | 3 |
| Feb 2021 | $130.9M | $121.1M | $9.8M | 7 | 3 |
| Jul 2020 | $120.4M | $107.9M | $12.5M | 8 | 52 |
| Jun 2020 | $120.4M | $107.9M | $12.5M | 8 | 52 |
| Jun 2020 | $120.4M | $107.9M | $12.5M | 8 | 52 |
| Apr 2020 | $120.4M | $107.9M | $12.5M | 8 | 52 |
DateMar 2025
Total AUM$191.1M
Discretionary$184.7M
Non-Disc.$6.3M
Employees7
Clients5
DateSep 2024
Total AUM$174.5M
Discretionary$168.5M
Non-Disc.$5.9M
Employees7
Clients5
DateFeb 2024
Total AUM$174.5M
Discretionary$168.5M
Non-Disc.$5.9M
Employees7
Clients5
DateFeb 2024
Total AUM$174.5M
Discretionary$168.5M
Non-Disc.$5.9M
Employees7
Clients5
DateMar 2023
Total AUM$147.6M
Discretionary$143.3M
Non-Disc.$4.3M
Employees7
Clients5
DateApr 2022
Total AUM$154.3M
Discretionary$152.4M
Non-Disc.$1.9M
Employees5
Clients5
DateFeb 2022
Total AUM$154.3M
Discretionary$152.4M
Non-Disc.$1.9M
Employees5
Clients5
DateNov 2021
Total AUM$130.9M
Discretionary$121.1M
Non-Disc.$9.8M
Employees5
Clients3
DateOct 2021
Total AUM$130.9M
Discretionary$121.1M
Non-Disc.$9.8M
Employees5
Clients3
DateMay 2021
Total AUM$130.9M
Discretionary$121.1M
Non-Disc.$9.8M
Employees6
Clients3
DateFeb 2021
Total AUM$130.9M
Discretionary$121.1M
Non-Disc.$9.8M
Employees7
Clients3
DateJul 2020
Total AUM$120.4M
Discretionary$107.9M
Non-Disc.$12.5M
Employees8
Clients52
DateJun 2020
Total AUM$120.4M
Discretionary$107.9M
Non-Disc.$12.5M
Employees8
Clients52
DateJun 2020
Total AUM$120.4M
Discretionary$107.9M
Non-Disc.$12.5M
Employees8
Clients52
DateApr 2020
Total AUM$120.4M
Discretionary$107.9M
Non-Disc.$12.5M
Employees8
Clients52