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 registered investment adviser that has been SEC-registered since 1989. The firm is privately owned by an individual and provides fee-based portfolio management services on a percentage-of-AUM basis. Its client mix includes individual and family investors as well as institutional and business accounts. Advisory work centers on discretionary portfolio management for individuals/small businesses and for businesses or institutions. The firm does not identify as an active ESG investor.
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 1Allison Fraser
Chief Compliance OfficerCRD 2258455
Contacts
3 of 6
Shane Garman
Vice President, ShareholderCRD 5651818
Michael Charland
President, ShareholderCRD 4327676
John Wilkins
ChairmanCRD 2270089
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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