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WILCOX INVESTMENT, INC.
9783107987
SEC #801-61893Total AUM
$132.4M
Employees
1Clients
1Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
9AM-5PM
Monday - Friday
Monday - Friday
Phone
9783107987
Financials
Total AUM
$132.4M
Accounts
1Discretionary
$132.4M
Accounts
1Non-Discretionary
$0
Accounts
0
Clients
HNW Individual Clients
1AUM
$132.4M
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
None reported
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.