Be advised. This firm is no longer registered.

Wilson Investment Management Services

Wilson Investment Management Services (CRD# 112797) is a financial advisory firm headquartered in San Rafael, CA. They manage $23,069,889 in 130 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
101 Lucas Valley Road, Suite 102, San Rafael, CA 94903
By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    130
    ACCOUNTS
  • Average Account Value
    $177,461
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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

Financial Advisors at Wilson Investment Management Services
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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