Wilkinson Capital Management, LLC
Wilkinson Capital Management, LLC (CRD# 284315) is a financial advisory firm headquartered in St. Paul, MN. They manage $62,390,568 in 302 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Wilkinson Capital Management, LLC
By the Numbers
-
Total Assets Under Management62MILLION
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Total Number of Accounts302ACCOUNTS
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Average Account Value$206,591
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MN, TX, WI
Financial Advisors at Wilkinson Capital Management, LLC
1
James Wilkinson (CRD# 4177028) is an Investment Advisor Representative working at Wilkinson Capital Management, LLC in Saint Paul, MN and has over 22 years of experience in the finance industry.
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