Williams Jones Wealth Management LLC

Williams Jones Wealth Management LLC

Williams Jones Wealth Management LLC

Overview
Date Founded

2006

Headquarters

717 Fifth Avenue,11th floor,New York, NY 10022-8101

Type of Company

Private

Employees (Worldwide)

41

Industries

Investment Services & Portfolio Management

Company Description

WJWM allocates client investment assets primarily among various individual equity securities (stocks), fixed income securities (bonds and bond funds), mutual funds, ETFs and private investment funds on a discretionary and non-discretionary basis in accordance with the client’s designated investment objectives. Their investment approach focuses on long-term growth of client capital through proper asset allocation, growth and value equity management and active fixed-income management. The firm’s investment process includes asset allocation; equity management; fixed income management; and alternative investments.

Contact Data
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Executives & Employees

President & Partner

Chairman & Partner

Portfolio Manager & Fixed Income Research Analyst

Portfolio Manager

Board of Directors

Chairman & Partner at Williams Jones Wealth Management LLC

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