WILLIS INVESTMENT COUNSEL INC

710 Green Street
Gainesville, Georgia 30501
Tel: 770-718-0706

About WILLIS INVESTMENT COUNSEL INC

WILLIS INVESTMENT COUNSEL INC, formally registered with the SEC as WILLIS INVESTMENT COUNSEL INC. The firm was established in 03/22/1983. They have over 1 offices throughout the country.

WILLIS INVESTMENT COUNSEL INC is a Gainesville, Georgia based Financial Planning firm with nearly $3,451,539,792 assets under management, offering retirement planning & investment advisory services to 465 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	111042
SEC#	801-18528
Assets Managed by Firm	$3,451,539,792
No. of Clients	465
No. of Advisors	12

Fee Structure

A percentage of AUM
Fixed fees
Other (FAMILY OFFICE, ADVISORY AND CONSULTING FEES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops
Other (OTHER FIRMS MANAGE PART OF THE ITEM 5F AMOUNT FOR WHICH WE ALSO HAVE MANAGEMENT AND/OR ADVISORY RESPONSIBILITY.)

Firm Client Information

	No. of Clients	AUM
Firm Total	465	$3,451,539,792
Individuals (other than high net worth individuals)	37	$10,735,540
High net worth individuals	125	$392,985,164
Pension and profit sharing plans	20	$970,636,412
Charitable organizations	16	$89,412,843
Corporations or other businesses	21	$1,680,498,763

More Retirement Planning firms in Gainesville, Georgia:

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TRUIST ADVISORY SERVICES, INC. 303 Peachtree Street, 2nd Floor Atlanta, GA, 30303	$61,369,856,545	124201	2105
EARNEST PARTNERS, LLC 1180 Peachtree Street Ne, Suite 2300 Atlanta, GA, 30309	$35,289,452,223	7542	44
VOYA INVESTMENT MANAGEMENT LLC 5780 Powers Ferry Road Nw, Suite 300 Atlanta, GA, 30327-4349	$33,827,869,628	39	879
ATLANTA CAPITAL 1075 Peachtree Street Ne, Suite 2100 Atlanta, GA, 30309-3912	$33,178,196,876	12286	28

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