|
⚲
|
| Williams Garth Alan
✚
|
|
|---|---|
| CRD # | 142563 |
| SEC # | 801-132222 |
| CIK # | |
| AUM | $136.2 M (2025-02-19) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 650-917-3400 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 40 | 11.8 |
| (b) Individuals (high net worth individuals) | 41 | 123.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 1.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 302 | 136.2 |
| By Discretionary | ||
| Discretionary | 300 | 135.4 |
| Non-Discretionary | 2 | 0.8 |
| Total | 302 | 136.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 136.2 | |
| Total | 302 | 136.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Wynwood Capital LLC
✚
|
0.1 | |
|
Murphy & Mullick Capital Management Corp
✚
|
NY | 0.1 |
|
Waypoint Strategic Advisors LLC
✚
|
SC | 0.1 |
|
Michael J Porro & Co Financial Advisors Inc
✚
|
NJ | 0.1 |
|
PCG Asset Management LLC
✚
|
NJ | 0.1 |
|
Waystone Advisors LLC
✚
|
0.1 | |
|
Williams Capital Management Company
✚
|
IL | 0.1 |
|
Schneider Meredith Hall
✚
|
0.1 | |
|
Income & Asset Advisory Inc
✚
|
NY | 0.1 |
|
Cedrus Wealth Group LLC
✚
|
MN | 0.1 |