Williams Jones Wealth Management Email Format

Financial ServicesNew York, United States11-50 Employees

Williams Jones Wealth Management is a financial services firm founded in 1988 as a SEC-registered investment adviser, headquartered in New York City at 717 Fifth Avenue, 11th Floor, New York, NY 10022. The firm offers customized wealth management services for private individuals, retirement plans, and non-profit organizations, with expertise in equity and fixed income securities and in selecting external hedge fund managers. Portfolios are managed on a per-client basis, with a seasoned portfolio manager and an experienced portfolio administrator as primary contacts, and the team of portfolio managers averages about 35 years of experience. It employs sophisticated portfolio management, research, trading, and client reporting systems to support its investment process. The organization has grown largely through client referrals and maintains offices in New York and Palm Beach, Florida; reported revenue is in the range of $50 million to $100 million.

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