Wilkinson Owen T & Associates Inc (Monrovia)

Wilkinson Owen T & Associates Inc is an adviser based in Monrovia. It manages $50.29 million of regulatory assets for 44 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Wilkinson Owen T & Associates provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Wilkinson Owen T & Associates: assets under management

The assets under management (AUM) of Wilkinson Owen T & Associates Inc is $50.29 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -33% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $50.29 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.14 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Wilkinson Owen T & Associates Inc for their services and products based on a percentage of assets under management and hourly charges. 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.

Careers at Wilkinson Owen T & Associates Inc

Owen Taylor Wilkinson has been acting as President since 1 May 1985. Diane Ruth Hoban joined the executive team most recently as the Chief Finanical Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Owen Taylor Wilkinson	President	1 May 1985	75% - 100%	467234
Diane Ruth Hoban	Chief finanical officer	1 Aug 2004	Other	5030058

Based in Monrovia

The principal office where Wilkinson Owen T & Associates Inc performs its advisory services is located at 513 South Myrtle Ave, Monrovia, CA 91016, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.