Willis Investment Management Co is a large advisory firm based in Charlottesville. It manages $136.96 million of regulatory assets for 27 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Virginia.
Willis Investment Management 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 Willis Investment Management Co is $136.96 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 3% 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 Willis Investment Management Co for their services and products based on a percentage of assets under management 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.
Rodney Emil Deane has been acting as President since 1 Nov 1985. James Hull Willis joined the executive team most recently as the President, Director, Chief Compliance Officer (09/13/04).
The principal office where Willis Investment Management Co performs its advisory services is located at 501 Faulconer Drive, Charlottesville, VA 22903 4980, 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 434-977-3348 or by fax 434-295-9183. The normal business hours are 9:00am to 5:00pm on Monday - Friday.