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Building 2WILLIS ASSET FINANCE MANAGEMENT LLC

Map pinCOCONUT CREEK, FL
Phone(561) 349-9989
NotebookSEC #801-134555
Total AUM
$349M
Employees
17
Clients
5

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4700 LYONS TECHNOLOGY PARKWAY
COCONUT CREEK
FL 33073-4309
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
(561) 349-9989

ReceiptFinancials

Total AUM
$349M
Accounts
5
Discretionary
$349M
Accounts
5
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
5
AUM
$349M

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
SERVICING FEE BASED ON RENTS, ORIGINATION FEE BASED ON LOANS

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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