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William David Wilcox

NEW ENGLAND ASSET MANAGEMENT, INC.·FARMINGTON, Connecticut
Unclaimed Profile
74 BATTERSON PARK RD., FARMINGTON, CT 06032CRD# 2906726Firm CRD# 105900
01

About

William David Wilcox is a registered financial advisor based in FARMINGTON, Connecticut, affiliated with NEW ENGLAND ASSET MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
NEW ENGLAND ASSET MANAGEMENT, INC.
NEW ENGLAND ASSET MANAGEMENT, INC.
AUM
$95.2B
Regulatory assets under management
Employees
112
Total firm employees
View all advisors at NEW ENGLAND ASSET MANAGEMENT, INC. →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Market timing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2906726
Firm CRD# 105900
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William David Wilcox offer?
William David Wilcox specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in FARMINGTON, Connecticut for a consultation.
What are William David Wilcox's credentials?
William David Wilcox is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William David Wilcox located?
William David Wilcox is based in FARMINGTON, Connecticut, working with NEW ENGLAND ASSET MANAGEMENT, INC.. Their office serves clients in the FARMINGTON metropolitan area and surrounding communities.
How does William David Wilcox charge for services?
William David Wilcox's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NEW ENGLAND ASSET MANAGEMENT, INC.?
NEW ENGLAND ASSET MANAGEMENT, INC. has approximately 112 employees and manages $95.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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