CRD: 292470
Wilkinson Global Asset Management LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- BNY Mellon · Broadridge · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-10-2018
- Office Locations
- 1
Office Locations
About Wilkinson Global Asset Management LLC
Wilkinson Global Asset Management is an independent New York-based investment advisory and asset management firm serving taxable and tax-exempt clients worldwide since 1972. The team manages long-term portfolios for individuals and families as well as foundations, endowments and trusts, using a global, core, quality-oriented, concentrated approach. Distribution note: ETF-heavy SMA implementation across retail and institutional channels.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CHARLES CARROLL WILKINSON
Chief Compliance Officer, Chief Financial Officer, Chief Operating Officer
- CRD
- --
- Ownership
- Less than 5%
DONALD III WILKINSON
Chairman, Chief Executive Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,785,236,224 | $3,110,168 |
| Non-Discretionary | $91,515,382 | $91,515,382 |
| Total | $1,876,751,606 | $3,263,916 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
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 |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing