Wilson-Davis & Co, Inc.
Firm details
- Headquarters
- Salt Lake City , Utah
- CRD number
- 3777
- Registered since
- December 20, 1968
- Website
- www.wdco.com
Firm profile
FINTRXOverview
Wilson-Davis & Co, Inc. is recorded as a corporation that has been SEC-registered since 1968 and is classified in the snapshot as an investment bank. Ownership is described as a combination of a domestic entity and an individual. The firm is not identified as a capital allocator or a related adviser in the available record. The FINTRX snapshot provides limited detail about the firm’s client base, fee schedules, or specific advisory activities. The record flags the firm as not being an active ESG investor, not a multi-state adviser, not newly formed, and not a pension consultant.
Assets & Accounts
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
Owners & executives
1 of 1
Jeffrey Sime
Chief Executive OfficerCRD 1554798
Contacts
3 of 34Lincoln Eggertz
Compliance OfficerCRD 7336125
Bruce Whaley
CRD 464353
Kevin Spinosa
Director of OperationsCRD 2251644
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Salt Lake City , UT
Salt Lake
Location
Salt Lake City , UT
Headquartered in Salt Lake City , UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- Salt Lake
- Address
- 136 S Main St
- Time zone
- MT (UTC-7)
- Office locations
Similar firms
LRB Public Finance Advisors, Inc.
Broker-DealerSalt Lake City , UT
Bruce A. Lefavi Securities, Inc.
Broker-DealerSalt Lake City , UT
Yuki-Co, LLC
Broker-DealerSalt Lake City , UT
Alpine Securities Corporation
Broker-DealerSalt Lake City , UT
Moreton Capital Markets, LLC
Broker-DealerSalt Lake City , UT
Bd|Cortina
Broker-DealerSalt Lake City , UT