Entrar Registro gratuito

Williams Don Gary (Jacksonville)


Williams Don Gary is a large advisory firm based in Jacksonville. It manages $53.36 million of regulatory assets for 392 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Florida.




Williams Don Gary provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Williams Don Gary: assets under management

The assets under management (AUM) of Williams Don Gary is $53.36 million. The firm's AUM has grown by 16% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $53.33 million in discretionary accounts and $23.93 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $137.11 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $7.98 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Williams Don Gary for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Jacksonville

The principal office where Williams Don Gary performs its advisory services is located at 8825 Perimeter Park Blvd., Jacksonville, FL 32216, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 904-996-7800 or by fax 904-996-7803. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday.


Registered investment advisers similar to Williams Don Gary