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Willis Financial Services, Inc.
WILLIS FINANCIAL SERVICES, INC. is a state-registered investment adviser in CLAYTON, CA. The firm manages approximately $96 million in regulatory assets.
Overview
WILLIS FINANCIAL SERVICES, INC. is a state-registered investment adviser in CLAYTON, CA. The firm manages approximately $96 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Corporate office
United States
Principals
Willis
Founding Family
Frequently asked questions
What is the known investment strategy of Willis Financial Services?
No asset-class preferences, sector focuses, or stage targets have been publicly disclosed. The firm's strategy remains opaque, with no reported direct investments, fund commitments, or partnerships available in public sources.
How can allocators or GPs contact Willis Financial Services?
The firm has no publicly listed phone number, email address, or office address beyond a U.S. corporate registration. It does not maintain a public website or social media presence, making outreach unfeasible without a direct introduction.
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