Williams Jones Wealth Management, LLC
New York
New York
Registered In
07/15/2019
Incorp. Date
Foreign
Registration Type
Delaware
Foreign Jurisdiction
Company Summary
Williams Jones Wealth Management, LLC at New York County lists C/O C T Corporation System of New York, NY as the associate.
Overview
Registered In
New York
Incorporation Date
Company Type
Foreign Limited Liability Company
Status
Not Available
Registration Type
Foreign
Foreign Jurisdiction
Delaware
Search Other Resources
People
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C T Corporation System
Registered Agent
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28 LIBERTY ST, NEW YORK, NY 10005
|
|
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C/O C T Corporation System
DOS Process
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28 LIBERTY ST, NEW YORK, NY 10005
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Map & Locations
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New York County
View Map
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Financials
Financial Information for Williams Jones Wealth Management, LLC
Form 5500
WILLIAMS JONES WEALTH MANAGEMENT, LLC
717 Fifth Avenue 11th Floor, New York, Ny 10022 (212) 935-8750 EIN:84-1838627 Plan Admin:Jeff Schweon| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameWILLIAMS JONES WEALTH MANAGEMENT, LLC PROFIT-SHARING TRUST Plan #003 Participants BOY/EOY43 / 43 Assets BOY/EOY$15,621,125 / $13,574,812 | 2022 | WILLIAMS JONES WEALTH MANAGEMENT, LLC PROFIT-SHARING TRUST - Plan #003 | 43 / 43 | $15,621,125 / $13,574,812 |
| 2021 | Plan NameWILLIAMS JONES WEALTH MANAGEMENT, LLC PROFIT-SHARING TRUST Plan #003 Participants BOY/EOY39 / 43 Assets BOY/EOY$12,573,231 / $15,621,125 | 2021 | WILLIAMS JONES WEALTH MANAGEMENT, LLC PROFIT-SHARING TRUST - Plan #003 | 39 / 43 | $12,573,231 / $15,621,125 |
| 2020 | Plan NameWILLIAMS JONES WEALTH MANAGEMENT, LLC PROFIT-SHARING TRUST Plan #003 Participants BOY/EOY37 / 39 Assets BOY/EOY$10,245,124 / $12,573,231 | 2020 | WILLIAMS JONES WEALTH MANAGEMENT, LLC PROFIT-SHARING TRUST - Plan #003 | 37 / 39 | $10,245,124 / $12,573,231 |
| 2019 | Plan NameWILLIAMS JONES WEALTH MANAGEMENT, LLC PROFIT-SHARING TRUST Plan #003 Participants BOY/EOY37 / 37 Assets BOY/EOY$7,722,879 / $10,245,124 | 2019 | WILLIAMS JONES WEALTH MANAGEMENT, LLC PROFIT-SHARING TRUST - Plan #003 | 37 / 37 | $7,722,879 / $10,245,124 |
Benefit & Retirement Plans based on Form 5500.
Linked Companies
Person/Address Match:Co C T Corporation System -
|
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Registered in New York
|
New York, NY | View Report | |
|
Moore Cap Management, LLC
Registered in New York
|
New York, NY | View Report |
Related Business Names:
|
Williams Jones Wealth Management, LLC
Registered in Florida
|
New York, NY | View Report | |
|
Williams Jones Wealth Management, LLC
Registered in California
|
New York, NY Glendale, CA (1 more) | View Report |
Sources
The following government agencies have contributed data:
• New York Department of State • U.S. Department of Labor
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