Overview
Assets Under Management: $3.5 billion
Headquarters: GAINESVILLE, GA
High-Net-Worth Clients: 125
Average Client Assets: $4 million
Frequently Asked Questions
WILLIS INVESTMENT COUNSEL INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #111042), WILLIS INVESTMENT COUNSEL INC is subject to fiduciary duty under federal law.
WILLIS INVESTMENT COUNSEL INC is headquartered in GAINESVILLE, GA.
WILLIS INVESTMENT COUNSEL INC serves 125 high-net-worth clients according to their SEC filing dated October 23, 2024. View client details ↓
According to their SEC Form ADV, WILLIS INVESTMENT COUNSEL INC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
WILLIS INVESTMENT COUNSEL INC manages $3.5 billion in client assets according to their SEC filing dated October 23, 2024.
According to their SEC Form ADV, WILLIS INVESTMENT COUNSEL INC serves high-net-worth individuals, pooled investment vehicles, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 125
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 11.19
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 465
Discretionary Accounts: 454
Non-Discretionary Accounts: 11
Regulatory Filings
CRD Number: 111042
Last Filing Date: 2024-10-23 00:00:00
Website: https://wicinvest.com