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James Gregory Wilmsen

WILSQUARE CAPITAL LLC·ST. LOUIS, Missouri
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THREE CITY PLACE DRIVE, ST. LOUIS, MO 63141CRD# 6940527Firm CRD# 296504
01

About

James Gregory Wilmsen is a registered financial advisor based in ST. LOUIS, Missouri, affiliated with WILSQUARE CAPITAL 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
WILSQUARE CAPITAL LLC
WILSQUARE CAPITAL LLC
AUM
$181M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at WILSQUARE CAPITAL LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6940527
Firm CRD# 296504
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Gregory Wilmsen offer?
James Gregory Wilmsen specializes in Retirement Planning. Contact their office in ST. LOUIS, Missouri for a consultation.
What are James Gregory Wilmsen's credentials?
James Gregory Wilmsen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Gregory Wilmsen located?
James Gregory Wilmsen is based in ST. LOUIS, Missouri, working with WILSQUARE CAPITAL LLC. Their office serves clients in the ST. LOUIS metropolitan area and surrounding communities.
How does James Gregory Wilmsen charge for services?
James Gregory Wilmsen'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 WILSQUARE CAPITAL LLC?
WILSQUARE CAPITAL LLC has approximately 11 employees and manages $181M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Missouri
KANSAS CITY (265)CLAYTON (125)SAINT LOUIS (108)CHESTERFIELD (78)SPRINGFIELD (54)
City Guides
KANSAS CITY GuideCLAYTON GuideSAINT LOUIS GuideCHESTERFIELD GuideSPRINGFIELD Guide
Research
Advisor Fees in MissouriNational Fee Analysis
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