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Willis Asset Finance Management LLC

● SEC registered since 2025CRD 337254SEC# 801-134555Coconut Creek, FL
Export (members)
Reg. AUM
Employees
5
Accounts
Location
Coconut Creek, FL

Willis Asset Finance Management LLC assets under management

Willis Asset Finance Management LLC operates as an SEC-registered investment adviser based in Coconut Creek, FL. The firm has been registered since 2025. It employs 5 people.

Willis Asset Finance Management LLC owners & executives

4 reported
NameTitleOwnershipSince
Austin Chandler Willis ControlChief Executive OfficerUnder 5%2025
Joshua Lawrence Butler ControlChief Compliance OfficerUnder 5%2025
Scott Brian Flaherty ControlChief Financial OfficerUnder 5%2025
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Frequently asked questions

How many employees does Willis Asset Finance Management LLC have?

Willis Asset Finance Management LLC reports 5 employees.

Where is Willis Asset Finance Management LLC located?

Willis Asset Finance Management LLC is based in Coconut Creek, FL and has been SEC-registered since 2025.

Does Willis Asset Finance Management LLC disclose fund performance?

Willis Asset Finance Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4700 Lyons Technology Parkway, Coconut Creek, FL 33073-4309
Phone(561) 349-9989
Office hours9a.m.-5p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo