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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-05-2024
- Office Locations
- 1
Office Locations
About Wilco Financial, LLC
Wilco Financial is a state-registered RIA based in Williamson County, TN providing investment management and integrated financial planning for individuals and businesses, including retirement, strategic tax, estate, and multi-generational planning. The firm builds custom portfolios and financial plans backed by institutional-quality research, and promotes a straightforward 0.85% annual management fee; public filings indicate custody with Charles Schwab.
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Owner & Executives
JONATHAN MENDEL GILLETT
Chief Compliance Officer, Chief Executive Officer, Chief Operating Officer, Investment Advisor
- CRD
- #5049335
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,956,763 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,956,763 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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