Asher Wolmark, financial advisor Wilmette IL

Asher Wolmark

CRD Number: 2064857
Current Firm: Kingsbury Capital Investment Advisors LLC

Asher Wolmark (CRD# 2064857) is an Investment Advisor Representative working at Kingsbury Capital Investment Advisors LLC in Wilmette, IL and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Kingsbury Capital Investment Advisors Chicago, IL Apr 2008 - Current 15
Kingsbury Capital, Inc. Evanston, IL Mar 2015 - Dec 2019 4
Freedom Investors Corp. Brookfield, WI Sep 2013 - Mar 2015 1
Kingsbury Capital, LLC Chicago, IL Aug 2008 - Mar 2015 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1991
S65 NASAA Investment Advisors Law Examination Aug 1997
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Asher D. Wolmark
Phone Number: 312-380-5300
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    136
    MILLIONS
  • Total Number of Accounts
    605
    ACCOUNTS
  • Average Account Value
    $225,034
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, FL, IL, MO, NC, OH, TX, WI

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