Willms Anderson, S.C. (Thiensville)

Name: Willms Anderson, S.C.
Address: 414 N. Main Street, Thiensville, WI, 53092
Telephone: 262-238-6996

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.

Willms Anderson, S.C: assets under management

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 firm manages $28.58 million in discretionary accounts and $49.79 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $7.15 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.26 million.

Fees & Commissions

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. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Willms Anderson, S.C.

Willms Anderson, S.C. is owned by Andrew John Willms. Daniel James Burke joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Andrew John Willms	Owner	1 Dec 1991	75% - 100%	4786893
Scott Griffith Burns	Partner	1 Dec 2001	25% - 50%	4616511
Katherine Ann Brown	Cco	1 Sep 2004	Other	4090209
James R Hennick	Chief compliance officer	1 May 2005	Other	5043392
Michael John Willms	Cco	1 Mar 2006	Other	1001333
Daniel James Burke	Chief compliance officer	1 Mar 2007	Other	5316732

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Andrew J Willms	Owner	1 Dec 1991	75% - 100%	4786893

Based in Thiensville

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.