Overview
Assets Under Management: $184 million
Headquarters: URBANDALE, IA
High-Net-Worth Clients: 88
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 88
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 68.55
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 799
Discretionary Accounts: 799
Regulatory Filings
CRD Number: 313185
Last Filing Date: 2024-12-23 00:00:00
Website: https://wilonwm.com