Investment adviser · CRD 105410

WILLIS INVESTMENT MANAGEMENT CO

Investment adviser filing (IA)

CHARLOTTESVILLE, VA, United States · Form ADV filed Sep 13, 2017

Regulatory AUM
$137M
Form ADV · Item 5.F
Client accounts
27
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Sep 13, 2017. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets · Fixed

Principal office

501 FAULCONER DRIVE, SUITE 2B
CHARLOTTESVILLE, VA, 22903-4980, United States

CRD 105410

Filing source

Form ADV 1139987 · Sep 13, 2017 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.