AdvisorOS Directory
Claim Profile
DW

Donald Kyle Wilson

BROADOAK ASSET MANAGEMENT, LLC·BETHESDA, Maryland
Unclaimed Profile
4800 MONTGOMERY LANE, BETHESDA, MD 20814CRD# 3067901Firm CRD# 148901
01

About

Donald Kyle Wilson is a registered financial advisor based in BETHESDA, Maryland, affiliated with BROADOAK ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
BROADOAK ASSET MANAGEMENT, LLC
BROADOAK ASSET MANAGEMENT, LLC
AUM
$371M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at BROADOAK ASSET MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 3067901
Firm CRD# 148901
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BETHESDA?

Browse all registered financial advisors in BETHESDA, Maryland or claim this profile if it's yours.

Browse BETHESDA AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Donald Kyle Wilson offer?
Donald Kyle Wilson specializes in Retirement Planning. Contact their office in BETHESDA, Maryland for a consultation.
What are Donald Kyle Wilson's credentials?
Donald Kyle Wilson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Donald Kyle Wilson located?
Donald Kyle Wilson is based in BETHESDA, Maryland, working with BROADOAK ASSET MANAGEMENT, LLC. Their office serves clients in the BETHESDA metropolitan area and surrounding communities.
How does Donald Kyle Wilson charge for services?
Donald Kyle Wilson'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 BROADOAK ASSET MANAGEMENT, LLC?
BROADOAK ASSET MANAGEMENT, LLC has approximately 8 employees and manages $371M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in BETHESDA
Lisa Hall — COMMUNITY INVESTMENT PARTNERS, INC.Carol Boynton Atwood — COMMUNITY INVESTMENT PARTNERS, INC.Michele Hallman — COMMUNITY INVESTMENT PARTNERS, INC.Scott Pownall Billings — BILLINGS CAPITAL MANAGEMENT LLCHumphrey Yeboah Mensah — COMMUNITY INVESTMENT PARTNERS, INC.
Nearby cities in Maryland
BALTIMORE (405)CHEVY CHASE (181)ROCKVILLE (143)HUNT VALLEY (94)TOWSON (88)
City Guides
BALTIMORE GuideCHEVY CHASE GuideROCKVILLE GuideHUNT VALLEY GuideTOWSON Guide
Research
Advisor Fees in MarylandNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile