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BILLS ASSET MANAGEMENT
CRD 114520 · SEC 801-61871
Advisory firmPartnership
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
United States
Registration
— (—)
Source
State registered
Total AUM
$63.2M
Discretionary AUM
$63.2M
Team
2 total employees; 2 advisory reps; 195 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM
Org form
Partnership
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 179 | $29.6M |
| High net worth individuals | 14 | $33.1M |
| Charitable organizations | 2 | $528K |
All web addresses on file
Official SEC filing: View on IAPD