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William Harry Willson

ANTHONY SMITH ADVISORS, INC.·ATLANTA, Georgia
Unclaimed Profile
2999 PIEDMONT ROAD, N.E., ATLANTA, GA 30305-2605CRD# 6146265Firm CRD# 125730
01

About

William Harry Willson is a registered financial advisor based in ATLANTA, Georgia, affiliated with ANTHONY SMITH ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ANTHONY SMITH ADVISORS, INC.
ANTHONY SMITH ADVISORS, INC.
AUM
$234M
Regulatory assets under management
Employees
11
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: INVESTMENT MONITORING FEE
Regulatory
SEC/IARD CRD# 6146265
Firm CRD# 125730
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does William Harry Willson offer?
William Harry Willson specializes in Financial Planning, Investment Management. Contact their office in ATLANTA, Georgia for a consultation.
What are William Harry Willson's credentials?
William Harry Willson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Harry Willson located?
William Harry Willson is based in ATLANTA, Georgia, working with ANTHONY SMITH ADVISORS, INC.. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.
How does William Harry Willson charge for services?
William Harry Willson's firm is compensated through percentage of aum, hourly charges, subscription fees, other: investment monitoring fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ANTHONY SMITH ADVISORS, INC.?
ANTHONY SMITH ADVISORS, INC. has approximately 11 employees and manages $234M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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