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Building 2WILSON & BOUCHER CAPITAL MANAGEMENT, LLC

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Phone(800) 381-8610
NotebookSEC #801-100476
Total AUM
$280.4M
Employees
2
Clients
135

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
(800) 381-8610
Other Offices
1

ReceiptFinancials

Total AUM
$280.4M
Accounts
467
Discretionary
$280.4M
Accounts
467
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
67
AUM
$27.2M
HNW Individual Clients
66
AUM
$237.5M
Pension/Profit Sharing Plan Clients
1
AUM
$14M
Charitable Organization Clients
1
AUM
$1.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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