Investment adviser · CRD 111699

WIIKEN & GORMAN LLC

Investment adviser filing (IA)

PETALUMA, CA, United States · Form ADV filed Jan 6, 2014

Regulatory AUM
$282M
Form ADV · Item 5.F
Client accounts
860
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jan 6, 2014. View historical filings

Reported services

Financial planning · Individual portfolio management · Publication of newsletters

Compensation

Fixed

Principal office

775 BAYWOOD DRIVE, SUITE 306
PETALUMA, CA, 94954, United States

CRD 111699

Filing source

Form ADV 771333 · Jan 6, 2014 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.