Williamson & Sneed Incorporated is a large advisory firm based in Atlanta. It manages $152.12 million of regulatory assets for 233 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Georgia.
Williamson & Sneed Incorporated provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Williamson & Sneed Incorporated is $152.12 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -4% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Williamson & Sneed Incorporated for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
George Beauchamp Williamson has been acting as President since 1 May 1970. Jay Beauchamp Williamson joined the executive team most recently as the Vice President.
The principal office where Williamson & Sneed Incorporated performs its advisory services is located at 1301 Hightower Trail, Atlanta, GA 30350, 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 678-935-0000 or by fax 678-935-0001. The normal business hours are 9am-5pm est on Monday - Friday.