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WILKINS INVESTMENT COUNSEL, INC
160 Federal St., 22nd Floor
Boston, Massachusetts 02110
Tel: 617-951-9969
About WILKINS INVESTMENT COUNSEL, INC
WILKINS INVESTMENT COUNSEL, INC, formally registered with the SEC as WILKINS INVESTMENT COUNSEL, INC. The firm was established in 09/14/1989. They have over 1 offices throughout the country.
WILKINS INVESTMENT COUNSEL, INC is a Boston, Massachusetts based Financial Planning firm with nearly $651,258,750 assets under management, offering retirement planning & investment advisory services to 106 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 104913 |
| SEC# | 801-35172 |
| Assets Managed by Firm | $651,258,750 |
| No. of Clients | 106 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 106 | $651,258,750 |
| Individuals (other than high net worth individuals) | 10 | $7,047,379 |
| High net worth individuals | 83 | $572,315,385 |
| Charitable organizations | 12 | $58,892,906 |
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