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 organized as a corporation and is classified as an investment bank. The firm has been SEC-registered since 1968. Ownership is listed as a combination of a domestic entity and individual owners. The profile indicates the firm does not operate as a capital allocator, is not identified as an active ESG investor, and is not set up as a multi-state adviser or 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 33Lincoln 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
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