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Kurt Wilkin

CIVITAS CAPITAL MANAGEMENT, LLC·DALLAS, Texas
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1601 BRYAN STREET, DALLAS, TX 75201CRD# 6631082Firm CRD# 167469
01

About

Kurt Wilkin is a registered financial advisor based in DALLAS, Texas, affiliated with CIVITAS CAPITAL 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
CIVITAS CAPITAL MANAGEMENT, LLC
CIVITAS CAPITAL MANAGEMENT, LLC
AUM
—
Regulatory assets under management
Employees
36
Total firm employees
View all advisors at CIVITAS CAPITAL MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: ADMINISTRATIVE FEE
Regulatory
SEC/IARD CRD# 6631082
Firm CRD# 167469
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kurt Wilkin offer?
Kurt Wilkin specializes in Retirement Planning. Contact their office in DALLAS, Texas for a consultation.
What are Kurt Wilkin's credentials?
Kurt Wilkin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kurt Wilkin located?
Kurt Wilkin is based in DALLAS, Texas, working with CIVITAS CAPITAL MANAGEMENT, LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does Kurt Wilkin charge for services?
Kurt Wilkin's firm is compensated through percentage of aum, performance-based fees, other: administrative fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CIVITAS CAPITAL MANAGEMENT, LLC?
CIVITAS CAPITAL MANAGEMENT, LLC has approximately 36 employees. The firm is registered with the SEC as an investment adviser.
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Brett Lawson
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Research
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