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Benjamin Duncan Wilson

WILSON & BOUCHER CAPITAL MANAGEMENT, LLC·MORAGA, California
Clean recordWILSON & BOUCHER CAPITAL MANAGEMENT, LLC
533 MORAGA RD., SUITE 120, MORAGA, CA 94556CRD# 4551276Firm CRD# 134076

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Benjamin Duncan Wilson · MORAGA, CA
Registration
CRD #4551276 · WILSON & BOUCHER CAPITAL MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Benjamin Duncan Wilson is a registered financial advisor based in MORAGA, California, affiliated with WILSON & BOUCHER CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
WILSON & BOUCHER CAPITAL MANAGEMENT, LLC
WILSON & BOUCHER CAPITAL MANAGEMENT, LLC
AUM
$231M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at WILSON & BOUCHER CAPITAL MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4551276
Firm CRD# 134076
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Benjamin Duncan Wilson offer?
Benjamin Duncan Wilson specializes in Financial Planning, Investment Management. Contact their office in MORAGA, California for a consultation.
What are Benjamin Duncan Wilson's credentials?
Benjamin Duncan Wilson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Benjamin Duncan Wilson located?
Benjamin Duncan Wilson is based in MORAGA, California, working with WILSON & BOUCHER CAPITAL MANAGEMENT, LLC. Their office serves clients in the MORAGA metropolitan area and surrounding communities.
How does Benjamin Duncan Wilson charge for services?
Benjamin Duncan Wilson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WILSON & BOUCHER CAPITAL MANAGEMENT, LLC?
WILSON & BOUCHER CAPITAL MANAGEMENT, LLC has approximately 2 employees and manages $231M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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James Brian Boucher
MORAGA, CA

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Research
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