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WILKINSON GLOBAL ASSET MANAGEMENT LLC
WILKINSON GLOBAL ASSET MANAGEMENT LLC
NEW YORK, New York
·
2 registered advisors
·
CRD# 292470
SEC# 801-113969
2
212-301-6864
01
Firm Overview
AUM
$2.1B
Regulatory assets under management
Employees
14
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at WILKINSON GLOBAL ASSET MANAGEMENT LLC
2 registered advisors
Charles Carroll Wilkinson
NEW YORK, New York
CRD# 2523304
Donald Iii Mclean Wilkinson
NEW YORK, New York
CRD# 2585683
05
Office Locations
NEW YORK, New York
2 advisors
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Data sourced from SEC Form ADV filings. WILKINSON GLOBAL ASSET MANAGEMENT LLC (CRD# 292470) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.