Willis Investment Management Co

Willis Investment Management Co (CRD# 105410) is a financial advisory firm headquartered in Charlottesville, VA. They manage $140,000,464 in 29 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    140
    MILLION
  • Total Number of Accounts
    29
    ACCOUNTS
  • Average Account Value
    $4,827,602
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

VA

Financial Advisors at Willis Investment Management Co
Showing 1 - 1 of 1 top financial advisors.
1
James H. Willis
CRD#: 468622
501 Faulconer Drive, Suite 2b, Charlottesville, VA 22903
93
Wealthminder
score

James Willis (CRD# 468622) is an Investment Advisor Representative working at Willis Investment Management Co in Charlottesville, VA and has over 22 years of experience in the finance industry.

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