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Antoine Williams & Associates Wealth Management, LLC
Antoine Williams & Associates Wealth Management, LLC is an SEC-registered investment adviser in Shelburne, VT, registered since 2021. The firm manages...
Antoine Williams & Associates Wealth Management, LLC
Antoine Williams & Associates Wealth Management, LLC is an SEC-registered investment adviser in Shelburne, VT, registered since 2021. The firm manages approximately $295 million in regulatory assets. It has 3 employees and 1 investment adviser.
General information
Firm type
RIA
Principals
Antoine Williams
Founder & Principal
Frequently asked questions
Who runs investment decisions at Antoine Williams & Associates Wealth Management?
Antoine Williams is the named founder and principal of the firm, responsible for investment and advisory decisions. No other professionals or their roles have been publicly disclosed.
How does the firm source proprietary deal flow?
As an RIA focused on wealth management, Antoine Williams & Associates likely sources investment opportunities through traditional market research and client relationships. No proprietary deal flow mechanisms have been publicly discussed.
Is Antoine Williams & Associates structured as a single family office or an RIA?
The firm is registered as an RIA, not a family office. It provides investment advisory services to clients under a fiduciary standard, as opposed to managing capital for a single family.
Does the firm participate in fund commitments or direct deals?
There is no public information indicating that Antoine Williams & Associates engages in fund commitments or direct private investments. Its RIA designation suggests a focus on managed accounts and financial planning for clients.
What investment stages does Antoine Williams typically target?
The firm does not disclose specific investment stages. Given its wealth management focus, it likely invests across publicly traded securities and other liquid assets suitable for diversified client portfolios.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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