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Estate Counselors

Company Profile

Company profile

Website

themarketcommentator.com/

Incorporated

Location

Fiscal year end

SEC CIK

IRS number

271528038

SEC advisor number

801-62584

FINRA CRD number

123452

AUM ?

$1.05 bn (as of 31 Mar 22)

Accounts

208 (as of 31 Mar 22)

Employees

6 (6 investment advisory or research)

Address

Estate Counselors
414 N. MAIN STREET
THIENSVILLE
WI 53092

Office hours

Monday - Friday, 8:00-4:30

Phone

(262)238-6980

Brochures

Estate Counselors, LLC Adv Brochure (24 Mar 23)

Ownership

Owner	Title	From	%Ownership
Willms, Andrew, John	Cco/president and CEO	02/2002	< 5%
Andrew J. and Linda S. Willms Family Trust	Owner	12/2021	> 75%
Andrew J. and Linda S. Willms Trust	Owner	01/2017	10-25%
Willms, Andrew, John	Trustee	01/2017
Willms, Linda	Trustee	01/2017
Willms, Jacob, A	Trustee	12/2021

Latest filings (excl ownership)

Annual report of proxy voting record

Latest ownership filings

View all

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

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