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Building 2JE WILSON ADVISORS, LLC

Map pinCOLUMBIA, SC
Phone803-799-9203
NotebookSEC #801-55086
Total AUM
$139.9M
Employees
3
Clients
64

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2431 DEVINE STREET
COLUMBIA
SC 29205
United States
Operating Hours
8:00 A.M. TO 4:30P.M.
MONDAY-THURSDAY; FRIDAY 8:00 - 12:30
Phone
803-799-9203

ReceiptFinancials

Total AUM
$139.9M
Accounts
236
Discretionary
$139.9M
Accounts
236
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
25
AUM
$10.6M
HNW Individual Clients
37
AUM
$125.1M
Pension/Profit Sharing Plan Clients
1
AUM
$2.4M
Other Clients
1
AUM
$1.8M
Description of Other Clients
SUNDRY ACCOUNT

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
SCTX

HandshakeAffiliates

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

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