Investment adviser · CRD 105753
WILSON, KEMP & ASSOCIATES, INC.
Investment adviser filing (IA)
BIRMINGHAM, MI, United States · Form ADV filed May 9, 2014
- Regulatory AUM
- $145M Form ADV · Item 5.F
- Client accounts
- 126 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Private funds & service providers
0 Private fundsThe 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: May 9, 2014. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets · Fixed
Principal office
255 EAST BROWN STREET, SUITE 200BIRMINGHAM, MI, 48009-6220, United States
CRD 105753
Filing source
Form ADV 823756 · May 9, 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.