S.a. Wilson & Associates, LLC
S.a. Wilson & Associates, LLC (CRD# 158417) is a financial advisory firm headquartered in Middleburg, PA. They manage $1,355,808 in 17 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
S.a. Wilson & Associates, LLC
By the Numbers
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Total Assets Under Management1MILLION
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Total Number of Accounts17ACCOUNTS
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Average Account Value$79,753
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
PA
Financial Advisors at S.a. Wilson & Associates, LLC
No Advisor Found.
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