WILLIS STEIN & PARTNERS MANAGEMENT III, L.L.C.

CHICAGO, Illinois·3 registered advisors·CRD# 160637
SEC# 802-1152990312-429-2402
01

Firm Overview

AUM
$124M
Regulatory assets under management
Employees
—
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at WILLIS STEIN & PARTNERS MANAGEMENT III, L.L.C.

3 registered advisors
Avy Howard Stein
CHICAGO, Illinois
David Thomas Mills
CHICAGO, Illinois
John R Willis
NORTHBROOK, Illinois
05

Office Locations

CHICAGO, Illinois
2 advisors
NORTHBROOK, Illinois
1 advisor

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Data sourced from SEC Form ADV filings. WILLIS STEIN & PARTNERS MANAGEMENT III, L.L.C. (CRD# 160637) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.