G.m. Wilson, Private Wealth Management Group

G.m. Wilson, Private Wealth Management Group (CRD# 129692) is a financial advisory firm headquartered in , . They manage $19,810,000 in 29 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    29
    ACCOUNTS
  • Average Account Value
    $683,103
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IN

Financial Advisors at G.m. Wilson, Private Wealth Management Group
Showing 1 - 1 of 1 top financial advisors.
1
Gregory Wilson, financial advisor Fishers IN
Gregory M. Wilson
CRD#: 2867439
Fishers, IN

Gregory Wilson (CRD# 2867439) is an Investment Advisor Representative working at G.m. Wilson, Private Wealth Management Group in Fishers, IN and has over 26 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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