Wilkinson Global Asset Management LLC is a large advisory firm based in New York. It manages $1.36 billion of regulatory assets for 395 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of Arizona, California, Connecticut, and 8 other states.
Wilkinson Global Asset Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Wilkinson Global Asset Management LLC is $1.36 billion. $347.97 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay Wilkinson Global Asset Management LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to charitable organizations, high net worth individuals, pooled investment vehicles, and corporations or other businesses. The largest group of clients of Wilkinson Global Asset Management is high net worth individuals with 337 clients and $986.47 million of assets under management. Among the 12 most similar advisory firms, Wilkinson Global Asset Management has the 3rd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $1.36 billion for 395 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 8% of the firm’s clients are foreign persons or businesses.
Wilkinson Global Asset Management also advises several private funds. Namely, one other private fund. The minimum investment commitment required of non-related persons is $500,000 for each fund.
The company employs 12 people that are either part- or full-time employees. 33 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Wilkinson Global Asset Management LLC performs its advisory services is located at 880 3 Rd Avenue, New York, NY 10022, which is also the mailing address of the firm. An additional office of the firm is in Los Angeles, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-301-6864. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at wilkinsongam.com/.