WILLIS FINANCIAL SERVICES, INC.

WILLIS FINANCIAL SERVICES, INC. is an SEC-registered investment adviser (CRD 155501). Regulatory assets under management: $95.9M.

Registration

• CRD: 155501
• Type: Registered investment adviser
• Phone: (925) 705-7413
• Latest filing: 2026-03-02
• Regulatory AUM: $95.9M
• Discretionary AUM: $95.9M
• Clients: 1
• Accounts: 330

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 155501 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search