Overview
Assets Under Management: $231 million
High-Net-Worth Clients: 66
Average Client Assets: $3 million
Frequently Asked Questions
WILSON & BOUCHER CAPITAL 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 #134076), WILSON & BOUCHER CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
WILSON & BOUCHER CAPITAL MANAGEMENT, LLC serves 66 high-net-worth clients according to their SEC filing dated March 11, 2024. View client details ↓
According to their SEC Form ADV, WILSON & BOUCHER CAPITAL MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
WILSON & BOUCHER CAPITAL MANAGEMENT, LLC manages $231 million in client assets according to their SEC filing dated March 11, 2024.
According to their SEC Form ADV, WILSON & BOUCHER CAPITAL MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 66
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.44
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 452
Discretionary Accounts: 452
Regulatory Filings
CRD Number: 134076
Last Filing Date: 2024-03-11 00:00:00
Website: https://wilsonboucher.com