
“The quality and coverage of B2B contact database are very impressive...”
Mark J.
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Williams Jones was established in 1988 as a SEC registered investment advisory firm. We provide customized wealth management services to private individuals, retirement plans and non-profit organizations. The Firm has expertise in equity and fixed income securities and in selecting outside hedge fund managers. We manage each portfolio separately according to a clients unique investment objectives. A seasoned portfolio manager and an experienced portfolio administrator are the clients primary contacts. Our team of portfolio managers average 35 years of experience and works directly with each client to determine their investment goals and objectives. We utilize sophisticated portfolio management, research, trading...
Williams jones wealth management operates in the Financial services industry.
Williams jones wealth management's revenue is 11m - 100m
Williams jones wealth management has 11 - 50 employees.
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