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Building 2WILLIS INVESTMENT COUNSEL INC

Map pinGAINESVILLE, GA
Phone770-718-0706
NotebookSEC #801-18528
Total AUM
$4.2B
Employees
13
Clients
241

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
710 GREEN STREET
GAINESVILLE
GA 30501
United States
Operating Hours
8:30 - 5:30
Monday - Friday
Phone
770-718-0706

ReceiptFinancials

Total AUM
$4.2B
Accounts
568
Discretionary
$4.2B
Accounts
568
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
49
AUM
$17.2M
HNW Individual Clients
129
AUM
$497.6M
Pooled Vehicle Clients
3
AUM
$202.7M
Pension/Profit Sharing Plan Clients
19
AUM
$1.5B
Charitable Organization Clients
16
AUM
$107.7M
Insurance Company Clients
2
AUM
$123.6M
Corporation or Business Clients
23
AUM
$1.8B

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
FAMILY OFFICE, ADVISORY AND CONSULTING FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGALANCNETNTX

HandshakeAffiliates

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

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