WILLIS ASSET FINANCE MANAGEMENT LLC
SEC Form ADV profile.
Total regulatory AUM
$349,020,000
Discretionary
$349,020,000
Non-discretionary
$0
Firm details
- CRD number
- 337254
- SEC file number
- 801-134555
- Main office
- COCONUT CREEK, FL, United States
- Employees
- 17
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Performance-based Other
As of October 2026.