William Leonard Prince
Advisor at Prince, William L — Los Angeles, CA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFA®
Experience Industry experience
12 years
Location
Los Angeles, CA
Prince, William L
Independent
Total advisors
1Clients per advisor
5 LowAvg AUM per client
$1,574,600 Very HighHNW client ratio
100% Very HighWilliam Prince is a CFA charterholder and the sole principal of Prince, William L, an independent investment advisory firm based in Los Angeles, CA. He has 12 years of industry experience, including roles at Strategic Income Advisors and KCM Investment Advisors LLC. Prince, William L is a state-registered, sole-proprietorship investment adviser serving high-net-worth individuals, foundations, endowments, IRAs, and trusts. The firm manages customized equity and fixed-income portfolios on a discretionary basis, emphasizing fundamental, quantitative, technical, and macroeconomic analysis to seek total return and income.
0.40% per year
Los Angeles, CA
Los Angeles CA
Advisors at this office
1
California
12 years of industry experience
Strategic Income Advisors
2019 - Present • 7 years
La Jolla, CA
KCM Investment Advisors LLC
2000 - 2019 • 19 years
San Rafael, CA
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Real estate agent
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