WILLIAMS JONES WEALTH MANAGEMENT

Williams Jones Wealth Management, LLC ("Williams Jones") is an SEC registered investment advisor that provides customized wealth management services to private individuals, retirement plans and non-profit organizations. The Firm currently manages $9.9 billion in equity and fixed income securities and selects outside managers for hedge fund investments... Williams Jones was established in 1988 as a SEC registered investment advisory firm. In 2019, Williams Jones became part of Focus Financial Partners Inc. On August 31, 2023, funds affiliated with Clayton, Dubilier & Rice, LLC ("CD&R") and Stone Point Capital LLC ("Stone Point") completed an acquisition of Focus Financial Partners Inc. ("Focus Inc."). This transaction resulted in funds affiliated with CD&R collectively becoming majority owners of Focus Inc., and funds affiliated with Stone Point collectively becoming owners of Focus Inc. Because Williams Jones is an indirect, wholly owned subsidiary of Focus Inc., the CD&R and Stone..

Also known as: Williams Jones, Williams Jones Wealth Management, LLC

Primary location: New York United States