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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 filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 3 is a Client Relationship Summary (Form CRS) – a short form, plain-english description of advisory services for investment clients.

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