Watkinson Capital Advisors LLC

Watkinson Capital Advisors LLC (CRD# 151862) is a financial advisory firm headquartered in King Of Prussia, PA. They manage $83,186,000 in 99 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    83
    MILLION
  • Total Number of Accounts
    99
    ACCOUNTS
  • Average Account Value
    $840,263
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Watkinson Capital Advisors LLC
Showing 1 - 1 of 1 top financial advisors.
1
William J. Watkinson
CRD#: 459946
1000 Continental Drive, Suite 570, King Of Prussia, PA 19406
83
Wealthminder
score

William Watkinson (CRD# 459946) is an Investment Advisor Representative working at Watkinson Capital Advisors LLC in King Of Prussia, PA and has over 34 years of experience in the finance industry.

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