Overview
Assets Under Management: $562 million
Headquarters: HUNTERSVILLE, NC
High-Net-Worth Clients: 99
Average Client Assets: $2.2 million
Frequently Asked Questions
WILLINGDON WEALTH MANAGEMENT LLC 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 #129613), WILLINGDON WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
WILLINGDON WEALTH MANAGEMENT LLC is headquartered in HUNTERSVILLE, NC.
WILLINGDON WEALTH MANAGEMENT LLC serves 99 high-net-worth clients according to their SEC filing dated October 31, 2018. View client details ↓
According to their SEC Form ADV, WILLINGDON WEALTH MANAGEMENT LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
WILLINGDON WEALTH MANAGEMENT LLC manages $562 million in client assets according to their SEC filing dated October 31, 2018.
According to their SEC Form ADV, WILLINGDON WEALTH MANAGEMENT LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 99
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 38.60%
Average Client Assets: $2.2 million
Total Client Accounts: 1,682
Discretionary Accounts: 1,677
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 129613
Filing ID: 1230342
Last Filing Date: 2018-10-31 15:34:00