Willms Anderson, S.C. is a large advisory firm based in Thiensville. It manages $78.37 million of regulatory assets for 26 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of Wisconsin.
Willms Anderson, 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 Anderson, S.C. is $78.37 million. The firm's AUM has grown by 0% 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 Anderson, 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.
Willms Anderson, S.C. is owned by Andrew John Willms. Daniel James Burke joined the executive team most recently as the Chief Compliance Officer.
The principal office where Willms Anderson, 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.