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 independent registered investment adviser organized as an LLC and registered with the SEC in 2018. The firm manages portfolios for both individuals and families as well as institutional clients. Compensation is based on a percentage of assets under management. Its ADV indicates primary advisory activity is discretionary portfolio management for individuals/small businesses and for institutional or business clients. The firm reports a clear preference for equities and does not identify as an active ESG investor or a multi-state adviser.
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 2
Donald 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 2Active vs passive
$16.1M in ETFs
100%
$16.1M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI ACWI ETF (ACWI) | BlackRock | Passive | Global Large Stock Blend | $15.1M | 96,241 | 93.57% |
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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