About Thomas K. Williams of PBWM HOLDINGS LLC
Thomas K. Williams is Chief Executive Officer at Pbwm Holdings Llc and has been affiliated with Pbwm Holdings Llc since January-2015.
Pbwm Holdings Llc is an investment advisor that manages 888.7 MM dollars in regulatory AUM and has 20 employees, of which 16 perform investment advisory functions. The managers's latest filing has disclosed 431MM in positions, which represents 48% of the manager's regulatory AUM.
For more on Pbwm Holdings Llc including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile
Pbwm Holdings Llc is an investment advisor that manages 888.7 MM dollars in regulatory AUM and has 20 employees, of which 16 perform investment advisory functions. The managers's latest filing has disclosed 431MM in positions, which represents 48% of the manager's regulatory AUM.
For more on Pbwm Holdings Llc including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile
PBWM HOLDINGS LLC StockAlpha
Top 25% |
StockAlpha
3 yr performance attributed to stock picking: +0.4%/yr
Co-workers of Thomas K. Williams at PBWM HOLDINGS LLC
Name | Title | In Position Since |
---|
Scott D. Michael | Chief Compliance Officer | January-2015 |
Angela M. Stephenson | Chief Operations Officer | January-2015 |
Carolyn M. Denest | Owner | January-2015 |
Angela R. Gehman | Owner | January-2015 |
Christopher M. Stock | Owner | January-2015 |
John F. Hensler | President/Treasurer | January-2015 |
Henry Posner | Member Of Board Of Managers | January-2015 |
Thomas D. Wright | Chairman Of The Board | January-2015 |
Robert A. Pietrandrea | Member Of Board Of Managers | January-2015 |
Thomas D. Wright | Secretary | January-2015 |
Fundamental & Technical Factor Exposure
Thomas K. Williams Office Address
1869 CHARTER LANE
SUITE 301
LANCASTER, Pennsylvania
UNITED STATES, 17601-5879
SUITE 301
LANCASTER, Pennsylvania
UNITED STATES, 17601-5879
Thomas K. Williams Contact Information
Phone Number: 717-393-9721
Fax Number: 1-877-496-2542
Website: http://familywealthguardian.com
Fax Number: 1-877-496-2542
Website: http://familywealthguardian.com
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