|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| William Madison Advisors Inc
✚
|
|
|---|---|
| CRD # | 294782 |
| SEC # | 801-113313 |
| CIK # | |
| AUM | $441.2 M (2025-03-31) |
| Employees | 8 (25% Investors, 0% Brokers) |
| Phone | 325-673-6171 |
| Address | 6452 Central Park Blvd Abilene, TX 79606 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 352 | 122.8 |
| (b) Individuals (high net worth individuals) | 132 | 307.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 8.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 2.9 |
| (n) Other | 0 | 0.0 |
| Total | 494 | 441.2 |
| By Discretionary | ||
| Discretionary | 494 | 441.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 494 | 441.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 441.2 | |
| Total | 494 | 441.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Rench Wealth Management Inc
✚
|
TX | 0.4 |
|
Avaii Wealth Management LLC
✚
|
WI | 0.4 |
|
Prosperity Wealth Management Inc
✚
|
CA | 0.4 |
|
Trinity Financial Partners II LLC
✚
|
PA | 0.4 |
|
Kimery Wealth Management LLC
✚
|
TN | 0.4 |
|
Global Trust Asset Management LLC
✚
|
FL | 0.4 |
|
ARC Advisory LLC
✚
|
CA | 0.4 |
|
AGH Wealth Advisors LLC
✚
|
KS | 0.4 |
|
BG Investment Services Inc
✚
|
0.4 | |
|
Essential Planning LLC
✚
|
NH | 0.4 |