Investment adviser · CRD 284315

WILKINSON CAPITAL MANAGEMENT, LLC

Investment adviser filing (IA)

ST. PAUL, MN, United States · Form ADV filed Dec 21, 2016

Regulatory AUM
$25.5M
Form ADV · Item 5.F
Client accounts
195
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
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: Dec 21, 2016. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

4517 ALLENDALE DRIVE
ST. PAUL, MN, 55127, United States

CRD 284315

Filing source

Form ADV 1057521 · Dec 21, 2016 · 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.