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Kenneth David Wilson

CAPITAL HOTEL MANAGEMENT, LLC·BEVERLY, Massachusetts
Unclaimed Profile
548 CABOT STREET, BEVERLY, MA 01915CRD# 5077485Firm CRD# 139079
01

About

Kenneth David Wilson is a registered financial advisor based in BEVERLY, Massachusetts, affiliated with CAPITAL HOTEL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Wealth Management
Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
CAPITAL HOTEL MANAGEMENT, LLC
CAPITAL HOTEL MANAGEMENT (CHM)
AUM
$2.5B
Regulatory assets under management
Employees
20
Total firm employees
View all advisors at CAPITAL HOTEL MANAGEMENT, LLC →
Services
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 5077485
Firm CRD# 139079
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kenneth David Wilson offer?
Kenneth David Wilson specializes in Wealth Management. Contact their office in BEVERLY, Massachusetts for a consultation.
What are Kenneth David Wilson's credentials?
Kenneth David Wilson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kenneth David Wilson located?
Kenneth David Wilson is based in BEVERLY, Massachusetts, working with CAPITAL HOTEL MANAGEMENT, LLC. Their office serves clients in the BEVERLY metropolitan area and surrounding communities.
How does Kenneth David Wilson charge for services?
Kenneth David Wilson's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPITAL HOTEL MANAGEMENT, LLC?
CAPITAL HOTEL MANAGEMENT, LLC has approximately 20 employees and manages $2.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
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BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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