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Principal, and Director of Relationship Management · Willis Investment Counsel Inc

Natalie R. Challen

CRD 7307356 · Named on Form ADV at one SEC-registered adviser

At a glance

Willis Investment Counsel Inc, an SEC-registered asset manager based in Gainesville, GA with $4.2 billion in regulatory assets, lists Natalie R. Challen on its Form ADV as Principal, and Director of Relationship Management.

Firms and roles

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Natalie’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

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Colleagues named on the same filings (6)

  • Robert T. WillisPrincipal, CEO and CIO, Willis Investment Counsel Inc
  • James J. KilroyPrincipal, and President, Willis Investment Counsel Inc
  • Kelli M WrightPrincipal, VP of Operations and Trading and Chief Compliance Officer, Willis Investment Counsel Inc
  • John M. LewisPrincipal, and Portfolio Manager, Willis Investment Counsel Inc
  • Tracey A. PattonPrincipal, and Senior Analyst, Willis Investment Counsel Inc

1 more person named with Natalie on the same filings, with titles and firms. Free in Atlas with a free account.

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Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Natalie’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.