WILKINSON GLOBAL ASSET MANAGEMENT LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 292470
- Registered since
- September 10, 2018
- Website
- www.wilkinsongam.com
- Custodians
- THE BANK OF NEW YORK MELLON, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI74.77%
- Charitable Organizations12.66%
- Corporations / Businesses12.57%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Wilkinson Global Asset Management LLC is an SEC-registered investment adviser organized as an LLC and first registered in 2018. The firm provides portfolio management services to individuals, families, small businesses and institutional clients, charging fees as a percentage of assets under management. Its advisory remit includes discretionary and non-discretionary portfolio management for private clients and for business or institutional balance sheets. The firm does not identify as an active ESG investor and is not classified as a multi-state adviser or pension consultant in the provided data.
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 Equities84%
- US Government Bonds7%
- Investment Grade Corp Bonds5%
- Cash & Cash Equivalents4%
Owners & executives
2 of 2DONALD III WILKINSON
Chairman & CEOCRD 2585683
CHARLES WILKINSON
Chief Operating Officer and Chief Compliance OfficerCRD 2523304
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$1.3M in ETFs
100%
$1.3M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $1.3M | 2,948 | 100.00% |
Location
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 1270 6th Ave
- Time zone
- ET (UTC-5)
- Office locations
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