Overview
Assets Under Management: $169 million
High-Net-Worth Clients: 138
Average Client Assets: $1.2 million
Frequently Asked Questions
WILEN INVESTMENT MANAGEMENT CORP. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #111712), WILEN INVESTMENT MANAGEMENT CORP. is subject to fiduciary duty under federal law.
WILEN INVESTMENT MANAGEMENT CORP. serves 138 high-net-worth clients according to their SEC filing dated March 30, 2024. View client details ↓
According to their SEC Form ADV, WILEN INVESTMENT MANAGEMENT CORP. offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
WILEN INVESTMENT MANAGEMENT CORP. manages $169 million in client assets according to their SEC filing dated March 30, 2024.
According to their SEC Form ADV, WILEN INVESTMENT MANAGEMENT CORP. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 138
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.04%
Average Client Assets: $1.2 million
Total Client Accounts: 139
Discretionary Accounts: 139
Regulatory Filings
CRD Number: 111712
Filing ID: 1831206
Last Filing Date: 2024-03-30 09:33:00