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Building 2WILKINSON GLOBAL ASSET MANAGEMENT LLC

Map pinNEW YORK, NY
Phone212-301-6864
NotebookSEC #801-113969
Total AUM
$1.9B
Employees
13
Clients
575

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1270 6TH AVENUE
9TH FLOOR
NEW YORK
NY 10020
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
212-301-6864
Other Offices
2

ReceiptFinancials

Total AUM
$1.9B
Accounts
575
Discretionary
$1.8B
Accounts
574
Non-Discretionary
$91.5M
Accounts
1

ContactClients

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HNW Individual Clients
486
AUM
$1.4B
Charitable Organization Clients
45
AUM
$237.5M
Corporation or Business Clients
44
AUM
$235.9M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTDCDEFLIDMAMDMINJNYPATXVAWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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