Investment adviser · CRD 112456

WILSON DONALD J ASSOCIATES

Investment adviser filing (IA)

WILSON DONALD JOHN

· Form ADV filed Mar 30, 2012

Regulatory AUM
$30.5M
Form ADV · Item 5.F
Client accounts
2
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

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: Mar 30, 2012. View historical filings

Reported services

Business portfolio management · Pension consulting

Compensation

Percentage of assets

Principal office

CRD 112456

Filing source

Form ADV 636251 · Mar 30, 2012 · 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.