$95.9M Total AUM
$95.9M Disc. AUM
-- 3Y CAGR
1 Employees
99 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-26-2011
- Office Locations
- 1
Office Locations
-- Clayton CA
About Willis Financial Services, Inc.
Willis Financial Services, Inc. is a Clayton, CA investment advisory firm with a low-pressure, high-retention approach to personal and professional financial planning. The firm supports clients with asset allocation plus tax planning, estate planning, insurance/life insurance, and business succession needs, using vehicles such as ETFs, mutual funds, and fixed income. Client assets are custodied at Charles Schwab.
Team overview
-- AVG AGE
$95.9M AVG AUM / ADVISOR
$968.2K AVG AUM / CLIENT
15.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
Available
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
S
STEVEN MAC WILLIS
Partner, President
- CRD
- #4716524
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $95,850,844 | -- |
| Non-Discretionary | $0 | -- |
| Total | $95,850,844 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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