RIA Intel›Advisers›California›PRINCE, WILLIAM L

PRINCE, WILLIAM L

Advisory

CA

Data as of Mar 25, 2026 · Source: SEC Form ADV

Rank in CA
#4,750
of 5,480 advisers by AUM
AUM CAGR, 3 year
0.0%
compound annual growth
Average account
$2M
across 5 accounts
AUM per adviser
$8M
1 advisers
Filing history
5
filings since 2019

Source: SEC Form ADV. Figures as filed Mar 25, 2026.

Total AUM
$8M
1-Year AUM Growth
—
3-Year CAGR
0.0%
Employees
1
Assets Under Management
Total AUM$8M
Discretionary AUM$8M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients5
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Filing History
Total Filings on Record5
First FilingJun 18, 2019
Latest FilingMar 25, 2026
Full AUM trend chart and 5 historical filings spanning 7+ years
Included with Pro →
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureSole Proprietorship
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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