Wills Financial Group Inc

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CAFR Data
Wills Financial Group Inc
CRD #109554
SEC #801-56590
CIK #1525109
AUM $253.0 MM (100% Disc, 100% US, 2020-03-27)
Employees7 (71% Investors, 0% Brokers)
Phone804-330-3100
Address704 Libbie Avenue
Richmond, VA 23226-2622
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
2552041531025101999200620132021
Sector Issuer Cap ($MM) Value ($MM)
JNJ 381,110.0 6.8
FPE 5.6
AAPL 1,372,810.0 5.6
MSFT 1,376,930.0 5.5
D 67,830.0 5.4
PEP 180,030.0 4.9
VZ 224,690.0 4.7
PG 277,350.0 4.7
LMT 104,380.0 4.2
DHR 112,120.0 3.3
View All
Holdings by Sector ($)
0.20.20.10.10.00.02014201620182020
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Lincoln Capital Corporation
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