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Building 2IMUS WILKINSON INVESTMENT MANAGEMENT, LLC

Map pinTUCSON, AZ
Phone(520) 777-1911
NotebookSEC #801-72347
Total AUM
$55M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1820 EAST RIVER ROAD
SUITE 104
TUCSON
AZ 85718
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(520) 777-1911

ReceiptFinancials

Total AUM
$55M
Accounts
572
Discretionary
$53M
Accounts
570
Non-Discretionary
$2M
Accounts
2

ContactClients

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None reported

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCATXWA

HandshakeAffiliates

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

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