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Willms, S.C. (Thiensville)


Willms, S.C. is a large advisory firm based in Thiensville. It manages $52.62 million of regulatory assets for 28 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Wisconsin.

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Willms, S.C provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Willms, S.C: assets under management

The assets under management (AUM) of Willms, S.C. is $52.62 million. The firm's AUM has gone down by -28% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $18.24 million in discretionary accounts and $34.38 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $4.56 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.43 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Willms, S.C. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Thiensville

The principal office where Willms, S.C. performs its advisory services is located at 414 N. Main Street, Thiensville, WI 53092, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 262-238-6996 or by fax 262-238-6999. The normal business hours are 8:30-5:30 on Monday - Friday. You can find more information about the New York firm at www.estatecounselors.com.


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