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They include 1,335 high-net-worth individuals, 182 other individuals and 127 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 30 April 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Williams Jones Wealth Management offer?","answer":"Williams Jones Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions and other activities.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Williams Jones Wealth Management use?","answer":"Williams Jones Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $5,109,017,840, Fidelity Brokerage Services LLC (Smithfield, RI), with $2,581,651,358 and Fiduciary Trust Company International (New York, NY), with $1,486,088,574. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 April 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Williams Jones Wealth Management have?","answer":"Williams Jones Wealth Management has 22 investment adviser representatives registered with state securities authorities, out of 52 employees, and 24 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Williams Jones Wealth Management invest in?","answer":"At the end of its last fiscal year, Williams Jones Wealth Management’s separately managed accounts held 70% exchange-traded equities, 14% state and local bonds, 6% U.S. government and agency bonds, 6% cash and equivalents, 3% investment grade corporate bonds and 1% calls, puts, hedge funds, private equity, lps. 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