WILKINSON GLOBAL ASSET MANAGEMENT LLC

437 Madison Avenue
33rd Floor
New York, New York 10022
Tel: 212-301-6864

About WILKINSON GLOBAL ASSET MANAGEMENT LLC

WILKINSON GLOBAL ASSET MANAGEMENT LLC, formally registered with the SEC as WILKINSON GLOBAL ASSET MANAGEMENT LLC. The firm was established in 09/10/2018. They have over 3 offices throughout the country.

WILKINSON GLOBAL ASSET MANAGEMENT LLC is a New York, New York based Financial Planning firm with nearly $2,084,203,739 assets under management, offering retirement planning & investment advisory services to 600 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	292470
SEC#	801-113969
Assets Managed by Firm	$2,084,203,739
No. of Clients	600
No. of Advisors	14

Fee Structure

A percentage of AUM

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	600	$2,084,203,739
High net worth individuals	512	$1,518,118,744
Charitable organizations	46	$235,545,205
Corporations or other businesses	42	$330,539,790

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