WILLIS INVESTMENT MANAGEMENT CO
CRD #105410 SEC #801-26083 CHARLOTTESVILLE, VA 434-977-3348
SEC Registered
Total AUM
$137M
Discretionary
$137M
Employees
2
Clients
--
Accounts
27
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2017 | $137M | $137M | $0 | 2 | 26 |
| Mar 2017 | $137M | $137M | $0 | 2 | 26 |
| Mar 2016 | $140M | $140M | $0 | 2 | 26 |
| Apr 2015 | $148.7M | $148.7M | $0 | 2 | 26 |
| Mar 2014 | $148.5M | $148.5M | $0 | 2 | 26 |
| Mar 2013 | $119M | $119M | $0 | 2 | 26 |
| Mar 2012 | $121.7M | $121.7M | $0 | 1 | 26 |
| Apr 2011 | $113.2M | $113.2M | $0 | 5 | -- |
| Jan 2011 | $80.2M | $80.2M | $0 | 5 | -- |
| Mar 2010 | $80.2M | $80.2M | $0 | 5 | -- |
| Mar 2007 | $110.2M | $110.2M | $0 | 5 | -- |
| Mar 2006 | $122.3M | $122.3M | $0 | 5 | -- |
| Mar 2004 | $148.6M | $148.6M | $0 | 5 | -- |
| Mar 2002 | $137.1M | $137.1M | $0 | 5 | -- |
DateSep 2017
Total AUM$137M
Discretionary$137M
Non-Disc.$0
Employees2
Clients26
DateMar 2017
Total AUM$137M
Discretionary$137M
Non-Disc.$0
Employees2
Clients26
DateMar 2016
Total AUM$140M
Discretionary$140M
Non-Disc.$0
Employees2
Clients26
DateApr 2015
Total AUM$148.7M
Discretionary$148.7M
Non-Disc.$0
Employees2
Clients26
DateMar 2014
Total AUM$148.5M
Discretionary$148.5M
Non-Disc.$0
Employees2
Clients26
DateMar 2013
Total AUM$119M
Discretionary$119M
Non-Disc.$0
Employees2
Clients26
DateMar 2012
Total AUM$121.7M
Discretionary$121.7M
Non-Disc.$0
Employees1
Clients26
DateApr 2011
Total AUM$113.2M
Discretionary$113.2M
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$80.2M
Discretionary$80.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$80.2M
Discretionary$80.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$110.2M
Discretionary$110.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$122.3M
Discretionary$122.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$148.6M
Discretionary$148.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$137.1M
Discretionary$137.1M
Non-Disc.$0
Employees5
Clients--