Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
841838627
SEC advisor number
801-116946
FINRA CRD number
301925
AUM ?
$10.57 bn
(as of 27 Mar 24)
Accounts
4,634
(as of 27 Mar 24)
Employees
45
(17 investment advisory or research)
Address
Williams Jones Wealth Management
717 FIFTH AVE, 11TH FLOOR
NEW YORK
NY 10022
717 FIFTH AVE, 11TH FLOOR
NEW YORK
NY 10022
Phone
2129355027
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22
13F-HR
Quarterly holdings report by institutional manager
15 Nov 21