Willis Investment Counsel Inc
Legal Name: WILLIS INVESTMENT COUNSEL INC
Full Contact Details
Willis Investment Counsel Inc
710 GREEN STREET, GAINESVILLE, GA
770-718-0706
770-718-0805
Other Info
Willis Investment Counsel Inc, legally known as WILLIS INVESTMENT COUNSEL INC, is a Georgia corporation with nine employees serving in advisory roles out of a total staff of thirteen. The number of clients served by the firm is unknown. The firm has an approved SEC status as of March 22, 1983, indicating reliability and stability in the investment industry.
Willis Investment Counsel |
Home About Us Team Careers Services Private wealth Institutions Foundation & Endowment Funds Retirement Plans Investments Our Strategies Our Performance Perspective News Contact Select Page Marking over four decades of investment management for families and businesses. Wealth management strategies t…
Direct Owners
-
BRETT MICHAEL SLATTERY
PRINCIPAL, VICE PRESIDENT OF RESEARCH owns less than 5%
-
JAMES JOSEPH KILROY
PRINCIPAL, AND VICE PRESIDENT OF PORTFOLIO MANAGEMENT owns more than 10% but less than 25%
-
KELLI M WRIGHT
PRINCIPAL, VP OF OPERATIONS AND TRADING AND CHIEF COMPLIANCE OFFICER owns more than 5% but less than 10%
-
PETER D MILLER
PRINCIPAL, PORTFOLIO MANAGER owns less than 5%
-
ROBERT THOMAS WILLIS
PRINCIPAL, PRESIDENT, CEO, AND CHIEF INVESTMENT OFFICER owns more than 50% but less than 75%
Prime Brokers
-
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
United States -
WELLS FARGO PRIME SERVICES, LLC
United States
News
- Willis Investment Counsel Q3 2023 vs. Q4 2023: An Analysis of the Holdings Comparison
- Willis Investment Counsel Q2 2023 vs. Q3 2023 13F Holdings Comparison
- Willis Investment Counsel Q1 2023 vs. Q2 2023: Analyzing Changes in Fund Holdings
- Willis Investment Counsel Q4 2022 vs. Q1 2023 13F Holdings Comparison
Top Holdings
- CISCO SYSTEMS INC $39,805k
- JOHNSON & JOHNSON $37,755k
- INTEL CORP $37,014k
- PFIZER INC $35,210k
- MICROSOFT CORP $32,325k
- PEPSICO INC $31,358k
- Royal Dutch Shell PLC $29,552k
- Exxon Mobil Corp $28,128k
- MEDTRONIC PLC $28,030k
- MERCK & CO INC $27,381k