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Elizabeth Clapp Williams

CARAVAN CAPITAL MANAGEMENT LLC·TACOMA, Washington
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950 PACIFIC AVENUE, TACOMA, WA 98402CRD# 4370250Firm CRD# 148301
01

About

Elizabeth Clapp Williams is a registered financial advisor based in TACOMA, Washington, affiliated with CARAVAN CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
CARAVAN CAPITAL MANAGEMENT LLC
CARAVAN CAPITAL MANAGEMENT LLC
AUM
$70M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at CARAVAN CAPITAL MANAGEMENT LLC →
Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4370250
Firm CRD# 148301
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Elizabeth Clapp Williams offer?
Elizabeth Clapp Williams specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in TACOMA, Washington for a consultation.
What are Elizabeth Clapp Williams's credentials?
Elizabeth Clapp Williams is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Elizabeth Clapp Williams located?
Elizabeth Clapp Williams is based in TACOMA, Washington, working with CARAVAN CAPITAL MANAGEMENT LLC. Their office serves clients in the TACOMA metropolitan area and surrounding communities.
How does Elizabeth Clapp Williams charge for services?
Elizabeth Clapp 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 CARAVAN CAPITAL MANAGEMENT LLC?
CARAVAN CAPITAL MANAGEMENT LLC has approximately 5 employees and manages $70M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Washington
SEATTLE (905)BELLEVUE (345)SPOKANE (98)VANCOUVER (76)BELLINGHAM (55)
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Research
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