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Overview

Articles

Insights

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

Holdings

ETF Holdings

Assets

Assets

Last updated on March 25, 2017
    • $502.1M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 58
      Accounts
    • $8.7M
      Estimated Average Account Balance

Services

Firm Services

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

Firm Client types

Advisors

Current Advisors

# of advisors

2

name start date
Andrew John Willms
September 2004
Shrey Patel
May 2018

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Willms, S.C. -- --

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Andrew John Willms Managing Member And Chief Compliance Officer February, 2003 75% or more
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges