Wilson Financial Group
RIAState Registered
Total AUM
$58.4M
Discretionary
$58.4M
100% of AUM
Avg account
$392K
Accounts
149
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 291285
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Wilson Financial Group is an independent, sole-proprietor advisory practice registered at the state level in Alabama. The firm focuses on fee-based portfolio management for individuals, families and small businesses and also operates as an insurance broker. Ownership is individual rather than institutional, and the adviser charges clients a percentage-of-assets fee. The practice does not identify as an ESG investor and is not structured as a multi-state or affiliated adviser.
Assets & Accounts
Investments & Alternatives
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
Asset composition
- Other100%
Contacts
1 of 1
Philip Wilson
PrincipalCRD 2059386
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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