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William John Niles

INVESTMENT AND ASSET PLANNING, LLC·WICHITA FALLS, Texas
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2110 KEMP BLVD, WICHITA FALLS, TX 76309-4314CRD# 4588184Firm CRD# 109119
01

About

William John Niles is a registered financial advisor based in WICHITA FALLS, Texas, affiliated with INVESTMENT AND ASSET PLANNING, 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
Nonprofits & Foundations
03

Firm Overview

Firm
INVESTMENT AND ASSET PLANNING, LLC
INVESTMENT & ASSET PLANNING, LLC
AUM
$44M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at INVESTMENT AND ASSET PLANNING, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SOLICITOR/REFERRAL FEES(ICON)
Regulatory
SEC/IARD CRD# 4588184
Firm CRD# 109119
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William John Niles offer?
William John Niles specializes in Financial Planning, Investment Management. Contact their office in WICHITA FALLS, Texas for a consultation.
What are William John Niles's credentials?
William John Niles is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William John Niles located?
William John Niles is based in WICHITA FALLS, Texas, working with INVESTMENT AND ASSET PLANNING, LLC. Their office serves clients in the WICHITA FALLS metropolitan area and surrounding communities.
How does William John Niles charge for services?
William John Niles's firm is compensated through percentage of aum, hourly charges, subscription fees, other: solicitor/referral fees(icon). Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INVESTMENT AND ASSET PLANNING, LLC?
INVESTMENT AND ASSET PLANNING, LLC has approximately 1 employees and manages $44M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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