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Neal Allen Wilkinson

SPARTA ASSET MANAGEMENT, LLC·ROSEMONT, Illinois
Unclaimed Profile
ONE O'HARE CENTRE, 6250 N. RIVER ROAD, ROSEMONT, IL 60018CRD# 4033875Firm CRD# 144792
01

About

Neal Allen Wilkinson is a registered financial advisor based in ROSEMONT, Illinois, affiliated with SPARTA ASSET MANAGEMENT, LLC. 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
SPARTA ASSET MANAGEMENT, LLC
SPARTA ASSET MANAGEMENT, LLC
AUM
$117M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at SPARTA ASSET MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4033875
Firm CRD# 144792
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Neal Allen Wilkinson offer?
Neal Allen Wilkinson specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in ROSEMONT, Illinois for a consultation.
What are Neal Allen Wilkinson's credentials?
Neal Allen Wilkinson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Neal Allen Wilkinson located?
Neal Allen Wilkinson is based in ROSEMONT, Illinois, working with SPARTA ASSET MANAGEMENT, LLC. Their office serves clients in the ROSEMONT metropolitan area and surrounding communities.
How does Neal Allen Wilkinson charge for services?
Neal Allen Wilkinson's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SPARTA ASSET MANAGEMENT, LLC?
SPARTA ASSET MANAGEMENT, LLC has approximately 11 employees and manages $117M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in ROSEMONT
Ryan Patrick Carr — SPARTA ASSET MANAGEMENT, LLCSusan Eileen Gurney — SPARTA ASSET MANAGEMENT, LLCJohn Anthony Hatherly — WYNNCHURCH CAPITAL, L.P.Roy Eugene Sroka — WYNNCHURCH CAPITAL, L.P.Robert Clifford Jackway — VITAL WEALTH MANAGEMENT, LLC
Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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