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Building 2WILKERSON ADVISORY GROUP LLC

Map pinCOLUMBIA, MO
Phone573 400 6101
NotebookSEC #801-131978
Total AUM
$326.9M
Employees
10
Clients
583

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
200 SOUTHAMPTON DR
SUITE 101
COLUMBIA
MO 65203
United States
Operating Hours
8:30AM TO 4:30PM
Monday - Friday
Phone
573 400 6101

ReceiptFinancials

Total AUM
$326.9M
Accounts
1,697
Discretionary
$326.9M
Accounts
1,697
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
486
AUM
$117.7M
HNW Individual Clients
96
AUM
$208.1M
Charitable Organization Clients
1
AUM
$1.1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARAZCOFLILKSLAMNMONEOHTNTXWI

HandshakeAffiliates

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

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