ESTATE COUNSELORS, LLC

ESTATE COUNSELORS, LLC of THIENSVILLE, WI is an SEC-registered investment adviser (CRD 123452). Regulatory assets under management: $1.3B.

Registration

Business model

Compensation: % of AUM.

Clients served: High net worth.

Officers, owners & control persons (15)

NameRoleLocation
Andrew John WillmsPRESIDENT AND CEO; TRUSTEE
Linda WillmsTRUSTEE
Jacob A WillmsTRUSTEE
Satyaki MitraCCOThiensville, WI
WILLMS MICHAEL JOHNCCO; CCO/MANAGING MEMBER/PRESIDENT AND CEO; CCO/PRESIDENT AND CEO (+9 more)
BROWN DEANNA ANNCCO
BURKE DANIEL JAMESCHIEF COMPLIANCE OFFICER
BURNS SCOTT GRIFFITHPARTNER
HENNICK JAMES RCHIEF COMPLIANCE OFFICER
WILLMS ANDREW JOWNER
ALABADO GARRETT MICHAELCHIEF COMPLIANCE OFFICER
WILLMS LINDAMEMBER; TRUSTEE
ZAKRAJSHECK LAURACHIEF COMPLIANCE OFFICER
Willms Jacob ATRUSTEE
MITRA SATYAKICCO

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