WILSON-DAVIS & CO., INC.
Firm details
- Headquarters
- SALT LAKE CITY , Utah
- CRD number
- 3777
- Registered since
- December 20, 1968
- Website
- www.wdco.com
Firm profile
FINTRXOverview
Wilson-Davis & Co, Inc. is a corporation registered with the SEC since 1968 and is classified as an investment bank. The firm's ownership is listed as a domestic entity and individual. Publicly reported attributes indicate it does not act as a capital allocator, is not an active ESG investor, and is not registered as a multi-state or newly formed adviser. There is no available detail on advisory or specific business activities, pension consulting, or related-adviser arrangements.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Jeffrey Sime
Chief Executive OfficerCRD 1554798
Contacts
3 of 31LINCOLN EGGERTZ
Compliance OfficerCRD 7336125
BRUCE WHALEY
CRD 464353
Kevin Spinosa
Director of OperationsCRD 2251644
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SALT LAKE CITY , UT
SALT LAKE
Location
SALT LAKE CITY , UT
Headquartered in SALT LAKE CITY , UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- SALT LAKE
- Address
- 136 S Main St
- Time zone
- MT (UTC-7)
- Office locations
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