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James D Williams

CPWA LLC·HOOD RIVER, Oregon
Unclaimed Profile
1313 BELMONT AVE., HOOD RIVER, OR 97031CRD# 5739663Firm CRD# 322424
01

About

James D Williams is a registered financial advisor based in HOOD RIVER, Oregon, affiliated with CPWA LLC. 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
CPWA LLC
CROWN POINT WEALTH ADVISORS
AUM
$111M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at CPWA LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 5739663
Firm CRD# 322424
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James D Williams offer?
James D Williams specializes in Financial Planning, Investment Management. Contact their office in HOOD RIVER, Oregon for a consultation.
What are James D Williams's credentials?
James D Williams is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James D Williams located?
James D Williams is based in HOOD RIVER, Oregon, working with CPWA LLC. Their office serves clients in the HOOD RIVER metropolitan area and surrounding communities.
How does James D Williams charge for services?
James D Williams's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CPWA LLC?
CPWA LLC has approximately 3 employees and manages $111M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in HOOD RIVER
John Hugh Phillips — NORTHSIDE CAPITAL MANAGEMENT LLCJeffrey Charles Slocum — NORTHSIDE CAPITAL MANAGEMENT LLCDonald James Dewolfe — NORTHSIDE CAPITAL MANAGEMENT LLCJason Allen Smith — HAUSMAN ADVISORS, LLCJoseph Charles Knox Guenther — CPWA LLC
Nearby cities in Oregon
PORTLAND (575)LAKE OSWEGO (152)BEND (47)EUGENE (40)SALEM (35)
City Guides
PORTLAND GuideLAKE OSWEGO GuideBEND GuideEUGENE GuideSALEM Guide
Research
Advisor Fees in OregonNational Fee Analysis
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