Sign in Sign up for free

Church, William (Rutland)


Church, William is a large advisory firm based in Rutland. It manages $101.68 million of regulatory assets for 13 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of New York, Ohio, and Vermont.

Logo

Church, William provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Church, William: assets under management

The assets under management (AUM) of Church, William is $101.68 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $101.68 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $7.82 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Church, William for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Rutland

The principal office where Church, William performs its advisory services is located at 56 1/2 Merchants Row, Rutland, VT 05701, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 802-786-3900 or by fax 802-773-4568. The normal business hours are 9am to 4:30pm on Monday - Friday. You can find more information about the New York firm at www.tgracapital.com.


Registered investment advisers similar to Church, William