⚲
|
Wills Financial Group Inc
✚
|
|
---|---|
CRD # | 109554 |
SEC # | 801-56590 |
CIK # | 0001525109 |
AUM | $304.4 MM (2023-02-26) |
Employees | 6 (50% Investors, 0% Brokers) |
Phone | 804-330-3100 |
Address | 704 Libbie Avenue Richmond, VA 23226-2622 |
Source | [IAPD] [EDGAR] [Website] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 158 | 53.6 |
(b) Individuals (high net worth individuals) | 83 | 247.8 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 3.1 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 683 | 304.4 |
By Discretionary | ||
Discretionary | 683 | 304.4 |
Non-Discretionary | 0 | 0.0 |
Total | 683 | 304.4 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 304.4 | |
Total | 683 | 304.4 |
EDGAR Form | CIK | 2011 - 2023 |
---|---|---|
13F-HR | [0001525109] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Guardian Wealth Management Inc
✚
|
TN | 0.3 |
Legacy Financial Independent Advisors LLC
✚
|
KY | 0.3 |
Beaton Management Co Inc
✚
|
MA | 0.3 |
Accelerated Wealth Advisors LLC
✚
|
CO | 0.3 |
Socha Financial Group LLC
✚
|
NY | 0.3 |
Lincoln Capital Corporation
✚
|
RI | 0.3 |
Access Investment Management LLC
✚
|
GA | 0.3 |
TTP Investments Inc
✚
|
CA | 0.3 |
Samalin Investment Counsel LLC
✚
|
NY | 0.3 |
Graney & King LLC
✚
|
NY | 0.3 |