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Building 2WILLS FINANCIAL GROUP, LLC

Map pinRICHMOND, VA
Phone804-330-3100
NotebookSEC #801-131900
Total AUM
$385.7M
Employees
5
Clients
255

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
704 LIBBIE AVENUE
RICHMOND
VA 23226
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
804-330-3100
Other Offices
2

ReceiptFinancials

Total AUM
$385.7M
Accounts
753
Discretionary
$385.7M
Accounts
753
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
164
AUM
$64.5M
HNW Individual Clients
90
AUM
$317.2M
Pension/Profit Sharing Plan Clients
1
AUM
$4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLNCNJNYPATNTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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