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Benjamin Alexander Williams

BDT & ASSOCIATES, INC.·YUMA, Arizona
Unclaimed Profile
2615 EAST 24TH STREET, YUMA, AZ 85365CRD# 6250332Firm CRD# 288008
01

About

Benjamin Alexander Williams is a registered financial advisor based in YUMA, Arizona, affiliated with BDT & ASSOCIATES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Client Types
High Net Worth Individuals
03

Firm Overview

Firm
BDT & ASSOCIATES, INC.
INVICTA FINANCIAL GROUP
AUM
$251M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at BDT & ASSOCIATES, INC. →
Services
Financial planning
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: PERCENTAGE OF CLIENT'S GROSS ANNUAL INCOME
Regulatory
SEC/IARD CRD# 6250332
Firm CRD# 288008
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Benjamin Alexander Williams offer?
Benjamin Alexander Williams specializes in Financial Planning. Contact their office in YUMA, Arizona for a consultation.
What are Benjamin Alexander Williams's credentials?
Benjamin Alexander Williams is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Benjamin Alexander Williams located?
Benjamin Alexander Williams is based in YUMA, Arizona, working with BDT & ASSOCIATES, INC.. Their office serves clients in the YUMA metropolitan area and surrounding communities.
How does Benjamin Alexander Williams charge for services?
Benjamin Alexander Williams's firm is compensated through percentage of aum, subscription fees, other: percentage of client's gross annual income. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BDT & ASSOCIATES, INC.?
BDT & ASSOCIATES, INC. has approximately 10 employees and manages $251M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in YUMA
Barry Douglas Todd — BDT & ASSOCIATES, INC.Kimberly Kaye Davis — BDT & ASSOCIATES, INC.Doyel Nmn Price — BDT & ASSOCIATES, INC.Reid Jordan Stogner — BDT & ASSOCIATES, INC.Scott L Hull — BDT & ASSOCIATES, INC.
Nearby cities in Arizona
SCOTTSDALE (467)PHOENIX (224)TUCSON (124)MESA (41)CHANDLER (24)
City Guides
SCOTTSDALE GuidePHOENIX GuideTUCSON GuideMESA GuideCHANDLER Guide
Research
Advisor Fees in ArizonaNational Fee Analysis
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