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WILSQUARE CAPITAL LLC
WILSQUARE CAPITAL LLC
ST. LOUIS, Missouri
·
3 registered advisors
·
CRD# 296504
SEC# 801-118763
0
314-925-7650
01
Firm Overview
AUM
$181M
Regulatory assets under management
Employees
11
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Retirement Planning
04
Advisors at WILSQUARE CAPITAL LLC
3 registered advisors
James Gregory Wilmsen
ST. LOUIS, Missouri
CRD# 6940527
Kathy Ann Kristof-Chapman
ST. LOUIS, Missouri
CRD# 7220709
William Lee Willhite
ST. LOUIS, Missouri
CRD# 6940526
05
Office Locations
ST. LOUIS, Missouri
3 advisors
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Data sourced from SEC Form ADV filings. WILSQUARE CAPITAL LLC (CRD# 296504) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.