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WJ
Bank / Wealth / TrustRIA · CRD 301925SEC-RegisteredPrivate Fund Adviser

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Williams Jones Wealth Management

Williams Jones Wealth Management is an SEC-registered investment adviser in NEW YORK, NY, registered since 2019. The firm manages $12.5 billion in assets,...

Overview

Williams Jones Wealth Management is an SEC-registered investment adviser in NEW YORK, NY, registered since 2019. The firm manages $12.5 billion in assets, with $12.4 billion on a discretionary basis. It has 52 employees and 24 investment advisers.

General information

Firm type

Bank / Wealth / Trust

Year founded

2019

Location

Region

North America

Country

United States

City

New York

Corporate office

New York, United States

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