Wilkins Investment Counsel, Inc
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 104913
- Registered since
- September 14, 1989
- Website
- www.wilkinsinvest.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, SEI INVESTMENTS DISTRIBUTION CO.
- Fee structure
- Percentage of AUM
- Client types
- HNWI89.62%
- Charitable Organizations6.11%
- Other3.25%
- Individuals1.01%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Wilkins Investment Counsel, Inc. is an independent, SEC-registered registered investment adviser operating since 1989. The firm manages portfolios for both individuals/families and institutional clients, charging fees as a percentage of assets under management. Its advisory work centers on discretionary portfolio management for individuals and small businesses as well as for business and institutional accounts. Wilkins does not identify as an active ESG investor, is not a multi-state adviser, and does not position itself as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities62%
- US Government Bonds16%
- Investment Grade Corp Bonds12%
- Cash & Cash Equivalents7%
- Public Funds/Mutual Funds2%
Owners & executives
1 of 1
David Gately
Chief Compliance Officer & Director of OperationsCRD 4884139
Contacts
3 of 6
John Wilkins
ChairmanCRD 2270089
Zhou Feng
Investment AnalystCRD 8231948
Areeb Khan
Director of ResearchCRD 8234879
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 7Active vs passive
$3.3M in ETFs
100%
$3.3M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $1M | 1,393 | 31.16% |
Location
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Suffolk
- Address
- 160 Federal St
- Time zone
- ET (UTC-5)
- Office locations
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