Unclaimed Profile

Bruce W. Williams

PHOENIX CAPITAL REALTY ADVISORS, LLC·ADDISON, Texas

Clean recordPHOENIX CAPITAL REALTY ADVISORS, LLC

15725 NORTH DALLAS PARKWAY, ADDISON, TX 75001CRD# 6028822Firm CRD# 161129

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Bruce W. Williams · ADDISON, TX

Registration

CRD #6028822 · PHOENIX CAPITAL REALTY ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Bruce W. Williams is a registered financial advisor based in ADDISON, Texas, affiliated with PHOENIX CAPITAL REALTY ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

PHOENIX CAPITAL REALTY ADVISORS, LLC

AUM

$233M

Regulatory assets under management

Employees

Total firm employees

View all advisors at PHOENIX CAPITAL REALTY ADVISORS, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Other: % OF INITIAL INVESTMENT COSTS

Regulatory

SEC/IARD CRD# 6028822

Firm CRD# 161129

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Bruce W. Williams offer?

Bruce W. Williams specializes in Retirement Planning. Contact their office in ADDISON, Texas for a consultation.

What are Bruce W. Williams's credentials?

Bruce W. Williams is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Bruce W. Williams located?

Bruce W. Williams is based in ADDISON, Texas, working with PHOENIX CAPITAL REALTY ADVISORS, LLC. Their office serves clients in the ADDISON metropolitan area and surrounding communities.

How does Bruce W. Williams charge for services?

Bruce W. Williams's firm is compensated through percentage of aum, performance-based fees, other: % of initial investment costs. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PHOENIX CAPITAL REALTY ADVISORS, LLC?

PHOENIX CAPITAL REALTY ADVISORS, LLC has approximately 17 employees and manages $233M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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