Wilson Capital, LLC
Wilson Capital, LLC (CRD# 166557) is a financial advisory firm headquartered in , . They manage $29,177,770 in 145 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Wilson Capital, LLC
By the Numbers
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Total Assets Under Management29MILLION
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Total Number of Accounts145ACCOUNTS
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Average Account Value$201,226
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
LA, MA
Financial Advisors at Wilson Capital, LLC
1
Ryan Wilson (CRD# 5723269) is an Investment Advisor Representative working at Wilson Capital, LLC in Swampscott, MA and has over 14 years of experience in the finance industry.
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