The Wilkes Johnson Comprehensive Planning Institute
The Wilkes Johnson Comprehensive Planning Institute (CRD# 129309) is a financial advisory firm headquartered in Binghamton, NY. They manage $12,000,000 in 14 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
The Wilkes Johnson Comprehensive Planning Institute
By the Numbers
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Total Assets Under Management12MILLION
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Total Number of Accounts14ACCOUNTS
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Average Account Value$857,143
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NY
Financial Advisors at The Wilkes Johnson Comprehensive Planning Institute
No Advisor Found.
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