Wilkins Investment Counsel, Inc.

Wilkins Investment Counsel, Inc. (CRD# 104913) is a financial advisory firm headquartered in Boston, MA. They manage $408,207,759 in 92 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    408
    MILLION
  • Total Number of Accounts
    92
    ACCOUNTS
  • Average Account Value
    $4,437,041
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

MA, NH

Financial Advisors at Wilkins Investment Counsel, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
John P. Wilkins
CRD#: 2270089
160 Federal Street 17th Floor, Boston, MA 02110
96
Wealthminder
score

John Wilkins (CRD# 2270089) is an Investment Advisor Representative working at Wilkins Investment Counsel, Inc. in Boston, MA and has over 24 years of experience in the finance industry.

2
Michael F. Charland
CRD#: 4327676
160 Federal Street 17th Floor, Boston, MA 02110
90
Wealthminder
score

Michael Charland (CRD# 4327676) is an Investment Advisor Representative working at Wilkins Investment Counsel, Inc. in Boston, MA and has 1 year of experience in the finance industry.

3
Shane M. Garman
CRD#: 5651818
160 Federal St., 17th Flr, Boston, MA 02110
90
Wealthminder
score

Shane Garman (CRD# 5651818) is an Investment Advisor Representative working at Wilkins Investment Counsel, Inc. in Boston, MA and has 1 year of experience in the finance industry.

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