Williams Financial Consultants Inc (Coral Springs)

Williams Financial Consultants Inc is a large advisory firm based in Coral Springs. It manages $52.87 million of regulatory assets for 87 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida and Texas.

Williams Financial Consultants provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, and market timing services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Williams Financial Consultants: assets under management

The assets under management (AUM) of Williams Financial Consultants Inc is $52.87 million. The firm's AUM has gone down by -22% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $3.51 million in discretionary accounts and $49.37 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $701.22 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $602.04 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Williams Financial Consultants Inc for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. 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.

Careers at Williams Financial Consultants Inc

Williams Financial Consultants Inc is owned by Lois Kay Cole. Joseph Percival Williams has been acting as President since 1 Aug 1982. Lois Cole Williams joined the executive team most recently as the Owner/Agent.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Lois Kay Cole	Owner/agent	1 Jun 1982	Other	730950
Lois Cole Williams	Owner/agent	1 Jun 1982	Other	730950
Joseph Percival Williams	Owner/president	1 Aug 1982	75% - 100%	467975

Based in Coral Springs

The principal office where Williams Financial Consultants Inc performs its advisory services is located at 3000 North University Drive, Coral Springs, FL 33065, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.