William Mikus, financial advisor Palm Beach FL
87 score

William Mikus

CRD Number: 4515022
Current Firm: Boston Private Wealth LLC

William Mikus (CRD# 4515022) is an Investment Advisor Representative working at Boston Private Wealth LLC in Palm Beach, FL and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Boston Private Wealth LLC Palm Beach, FL Jan 2016 - Current < 1
Mikus Capital Management, Inc. Palm Beach, FL Feb 1995 - Apr 2016 21

William Mikus has no recent exams reported.
Contact Info for William J. Mikus
Phone Number: 800-422-6172
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    7,109
    MILLIONS
  • Total Number of Accounts
    7,280
    ACCOUNTS
  • Average Account Value
    $976,444
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
87
Clean Record
This advisor has a clean track record with regulators.

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