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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