Wilkinson Global Asset Management LLC
Legal Name: WILKINSON GLOBAL ASSET MANAGEMENT LLC
Full Contact Details
Wilkinson Global Asset Management LLC
880 3RD AVENUE, 12TH FLOOR, NEW YORK, NY
212-301-6864
Other Info
Wilkinson Global Asset Management LLC, a Delaware-based Limited Liability Company, operates with 12 employees, four of which are in advisory roles. Although the exact number of clients they serve remains unknown, the firm has been listed as Approved by the SEC since September 2018.
Home - Wilkinson Global Asset Management
An independent investment advisory and asset management firm serving taxable and tax-exempt clients worldwide since 1972.
Direct Owners
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CHARLES CARROLL WILKINSON
CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER owns less than 5%
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DONALD III WILKINSON
CHAIRMAN AND CHIEF EXECUTIVE OFFICER owns less than 5%
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FIERA CAPITAL INC.
SOLE MEMBER owns 75% or more
Indirect Owners
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FIERA CAPITAL CORPORATION
SHAREHOLDER owns 75% or more
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FIERA US HOLDING INC.
SHAREHOLDER owns 75% or more
Custodians
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BNY MELLON, N.A.
United States