WILLIS INVESTMENT COUNSEL INC - Financial Advisor in Georgia, Gainesville

Tel: 770-718-0706 710 Green Street Gainesville, Georgia 30501

About WILLIS INVESTMENT COUNSEL INC

WILLIS INVESTMENT COUNSEL INC is a Gainesville, Georgia based financial advisory firm with nearly $3,451,539,792 in assets under management and provides investment advisory services for 465 clients. There are currently 12 financial advisors at the firm.

General Information

Firm CRD#:

111042

Firm SEC#:

801-18528

Assets Under Management:

$3,451,539,792

No. of Clients:

465

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops
Other (OTHER FIRMS MANAGE PART OF THE ITEM 5F AMOUNT FOR WHICH WE ALSO HAVE MANAGEMENT AND/OR ADVISORY RESPONSIBILITY.)

Fee Structure:

A percentage of AUM, Fixed fees, Other (FAMILY OFFICE, ADVISORY AND CONSULTING FEES)

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Top Financial Advisory Firms in Georgia, Gainesville

FirmCRD#:155629

SEC#:801-101474

No. of Advisors:14

No. of Clients:2279

AUM:$644,851,069

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

JT STRATFORD, LLC

155629

801-101474

2279

$644,851,069

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