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Wills Financial Group, Inc. Info

Wills Financial Group, Inc. info

Wills Financial Group, Inc. (SEC CIK 1525109) first filed with the SEC on 2011-07-07 (Form 13F-HR) and has filed 55 times since, including 52 Form 13F-HR quarterly holdings reports. It is organized in VA and registered at 704 LIBBIE AVENUE, PO BOX18338, RICHMOND, VA, 23226-8338.

  • Name: Value Wills Financial Group, Inc..
  • SEC CIK: Value 1525109.
  • State of organization: Value VA.
  • Business address: Value 704 LIBBIE AVENUE, PO BOX18338, RICHMOND, VA, 23226-8338.

No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.

Firm

FieldValue
NameWills Financial Group, Inc.
SEC CIK1525109
State of organizationVA
Business address704 LIBBIE AVENUE, PO BOX18338, RICHMOND, VA, 23226-8338
Mailing address704 LIBBIE AVENUE, PO BOX18338, RICHMOND, VA, 23226-8338
Phone804-330-3100
Fiscal year endDecember 31
Former namesNone filed

SEC Filing History

FieldValue
First SEC filing2011-07-07 (Form 13F-HR)
Latest SEC filing2025-02-14 (Form 13F-HR)
Filings on EDGAR55
First Form 13F-HR2011-07-07 (quarter ended 2010-12-31)
Latest Form 13F-HR2025-02-14 (quarter ended 2024-12-31)
Form 13F-HR filings52

Filings by Form

FormFilingsLatest
13F-HR522025-02-14
13F-HR/A22023-02-14
N-PX12024-08-09

Filings by Year

YearFilingsForm 13F-HR
202511
202454
202354
202244
202144
202044
201944
201844
201744
201654
201544
201444
201233
201144

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