Williams Palmer, LLC is a large advisory firm based in Bellevue. It manages $95.2 million of regulatory assets for 239 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Arizona, Texas, and Washington.
Williams Palmer provides financial planning services, portfolio management for individuals and small businesses, and consulting services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Williams Palmer, LLC is $95.2 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 149% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Williams Palmer, LLC for their services and products based on a percentage of assets under management and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, and high net worth individuals. The largest group of clients of Williams Palmer is high net worth individuals with 45 clients and $68.1 million of assets under management. Among the 9 most similar advisory firms, Williams Palmer has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $95.2 million for 146 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Williams Palmer doesn't advise any private funds.
The company employs 4 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Williams Palmer, LLC performs its advisory services is located at 777 108 Th Avenue Ne, Bellevue, WA 98004, which is also the mailing address of the firm. An additional office of the firm is in Scottsdale, AZ. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 425-637-3037 or by fax 425-635-5120. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at williamspalmer.com.