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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on June 12, 2019
    • $206.4M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 584
      Accounts
    • $353.4K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

7

name start date
Betty Mcneill Fahed
February 2006
John Andrew Kanehann
August 2018
Richard Blackwell Wills
June 2006
Janet Howard Wills
June 1990
Adam James Mehrer
March 2014

    Leadership

    Ownership

    There is no ownership data available to display at this time.

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Janet Howard Wills President January, 1999 75% or more
    Denise Smith Dance Secretary-Treasurer January, 2001 less than 5%
    Richard Blackwell Wills Vice President March, 2001 less than 5%
    Grace Rachel Choi Chief Compliance Officer February, 2018 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges