Wilson Investment Advisory Services, LLC

Wilson Investment Advisory Services, LLC (CRD# 133771) is a financial advisory firm headquartered in Dallas, TX. They manage $43,285,320 in 87 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
13760 Noel Road, Suite 330, Dallas, TX 75240
By the Numbers
  • Total Assets Under Management
    43
    MILLION
  • Total Number of Accounts
    87
    ACCOUNTS
  • Average Account Value
    $497,532
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Wilson Investment Advisory Services, LLC
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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals