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.
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.
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 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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
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.