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Robert Mann Williams

J.H. WHITNEY CAPITAL PARTNERS, LLC·NEW CANAAN, Connecticut
Unclaimed Profile
212 ELM STREET, NEW CANAAN, CT 06840CRD# 2671034Firm CRD# 160547
01

About

Robert Mann Williams is a registered financial advisor based in NEW CANAAN, Connecticut, affiliated with J.H. WHITNEY CAPITAL PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
J.H. WHITNEY CAPITAL PARTNERS, LLC
J.H. WHITNEY CAPITAL PARTNERS, LLC
AUM
$545M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at J.H. WHITNEY CAPITAL PARTNERS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2671034
Firm CRD# 160547
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Mann Williams offer?
Robert Mann Williams specializes in Retirement Planning. Contact their office in NEW CANAAN, Connecticut for a consultation.
What are Robert Mann Williams's credentials?
Robert Mann Williams is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Mann Williams located?
Robert Mann Williams is based in NEW CANAAN, Connecticut, working with J.H. WHITNEY CAPITAL PARTNERS, LLC. Their office serves clients in the NEW CANAAN metropolitan area and surrounding communities.
How does Robert Mann Williams charge for services?
Robert Mann Williams's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is J.H. WHITNEY CAPITAL PARTNERS, LLC?
J.H. WHITNEY CAPITAL PARTNERS, LLC has approximately 5 employees and manages $545M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
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Research
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