Overview
Assets Under Management: $333 million
Headquarters: RICHMOND, VA
High-Net-Worth Clients: 84
Average Client Assets: $3.2 million
Frequently Asked Questions
WILLS FINANCIAL GROUP 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 #109554), WILLS FINANCIAL GROUP is subject to fiduciary duty under federal law.
WILLS FINANCIAL GROUP is headquartered in RICHMOND, VA.
WILLS FINANCIAL GROUP serves 84 high-net-worth clients according to their SEC filing dated March 23, 2024. View client details ↓
According to their SEC Form ADV, WILLS FINANCIAL GROUP offers financial planning and portfolio management for individuals. View all service details ↓
WILLS FINANCIAL GROUP manages $333 million in client assets according to their SEC filing dated March 23, 2024.
According to their SEC Form ADV, WILLS FINANCIAL GROUP serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 84
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.11%
Average Client Assets: $3.2 million
Total Client Accounts: 717
Discretionary Accounts: 717
Regulatory Filings
CRD Number: 109554
Filing ID: 1853418
Last Filing Date: 2024-03-23 14:24:00