← Tributary

J.F. WILLIAMS CO., INC.

DENVER, CO · CRD 113569 · IAPD ↗ · jfwco.com · 303-753-4506

$286.5MRegulatory AUM
4Advisory reps
4Employees
4Clients
51-100Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

67
April 2025 — J.F. WILLIAMS CO., INC. reports 51-100 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.