Overview
Assets Under Management: $362 million
Headquarters: RICHMOND, VA
High-Net-Worth Clients: 88
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 88
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.30
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 743
Discretionary Accounts: 743
Regulatory Filings
CRD Number: 334431
Last Filing Date: 2025-02-17 00:00:00
Website: https://willsfg.com