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Willingham Asset Management Inc (Houston)


Willingham Asset Management Inc is a large advisory firm based in Houston. It manages $107.12 million of regulatory assets for 32 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Texas.

Willingham Asset Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Willingham Asset Management: assets under management

The assets under management (AUM) of Willingham Asset Management Inc is $107.12 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 68% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $107.12 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.35 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Willingham Asset Management Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Houston

The principal office where Willingham Asset Management Inc performs its advisory services is located at 909 Fannin Street, Houston, TX 77010, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 713-654-4000 or by fax 713-654-0015. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday.


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