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WILLIS ASSET FINANCE MANAGEMENT LLC
CRD 337254 · SEC 801-134555
4700 LYONS TECHNOLOGY PARKWAY, COCONUT CREEK, FL, 33073-4309, United States
Phone
(561) 349-9989
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$349.0M
Discretionary AUM
$349.0M
Team
17 total employees; 15 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees; SERVICING FEE BASED ON RENTS, ORIGINATION FEE BASED ON LOANS
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 5 | $349.0M |
States served
FL
Official SEC filing: View on IAPD