Williams, Garth Alan (Los Altos)

Name: Williams, Garth Alan
Address: 1 First Street, Los Altos, CA, 94022
Telephone: 650-917-3400

Williams, Garth Alan is an adviser based in Los Altos. It manages $34.47 million of regulatory assets for 191 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Texas.

Williams, Garth Alan provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars and workshops. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Williams, Garth Alan: assets under management

The assets under management (AUM) of Williams, Garth Alan is $34.47 million. The firm's AUM has gone down by -4% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $26.01 million in discretionary accounts and $8.46 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $152.13 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $422.84 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Williams, Garth Alan for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Los Altos

The principal office where Williams, Garth Alan performs its advisory services is located at 1 First Street, Los Altos, CA 94022, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 650-917-3400 or by fax 650-917-3408. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at honuwealth.com.

Williams, Garth Alan (Los Altos)

Williams, Garth Alan: assets under management

Fees & Commissions

Based in Los Altos

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