Wilson & Boucher Capital Management, LLC

Wilson & Boucher Capital Management, LLC (CRD# 134076) is a financial advisory firm headquartered in Moraga, CA. They manage $230,879,648 in 452 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1480 Moraga Road. #c351, Moraga, CA 94556
http://www.wilsonboucher.com
By the Numbers
  • Total Assets Under Management
    231
    MILLION
  • Total Number of Accounts
    452
    ACCOUNTS
  • Average Account Value
    $510,796
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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.

CA, TX

Financial Advisors at Wilson & Boucher Capital Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
James Boucher, financial advisor Orinda CA
James B. Boucher
CRD#: 2769588
Orinda, CA

James Boucher (CRD# 2769588) is an Investment Advisor Representative working at Wilson & Boucher Capital Management, LLC in Orinda, CA and has over 27 years of experience in the finance industry.

2
Benjamin Wilson, financial advisor Fairfax CA
Benjamin D. Wilson
CRD#: 4551276
85 Bolinas Road, Suite 16, Fairfax, CA 94930

Benjamin Wilson (CRD# 4551276) is an Investment Advisor Representative working at Wilson & Boucher Capital Management, LLC in Fairfax, CA and has over 23 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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