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).
Total Assets Under Management9MILLION
Total Number of Accounts1ACCOUNTS
Average Account Value$8,807,000
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for businesses (other than small businesses) or institutional clients
Douglas Wilson (CRD# 2889880) is an Investment Advisor Representative working at Wilson Asset Management in Santa Barbara, CA and has 1 year of experience in the finance industry.