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Managing Partner / Chief Compliance Officer · Williams Financial Group

Matt A. Williams

CRD 5188305 · Named on Form ADV at one SEC-registered adviser

At a glance

Williams Financial Group, an SEC-registered wealth manager based in Mobile, AL with $355 million in regulatory assets, lists Matt A. Williams on its Form ADV as Managing Partner / Chief Compliance Officer, a control person.

Firms and roles

  • Williams Financial GroupManaging Partner / Chief Compliance OfficerWealth manager · Mobile, AL · $355M in regulatory assets

AtlasMembers

Matt’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Matt’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.