Be advised. This firm is no longer registered.

Wilson Asset Management

Wilson Asset Management (CRD# 113478) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $8,807,000 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1236 Coast Village Circle, Suite K, Santa Barbara, CA 93108
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $8,807,000
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Wilson Asset Management
No Advisor Found.

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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