W
CRD: 121900
Wilson & Browning, Inc.
$18.5M Total AUM
$18.5M Disc. AUM
-- 3Y CAGR
1 Employees
42 ADV. Clients
26 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-25-1999
- Office Locations
- 1
Office Locations
29425 Chagrin Blvd. Suite 104 Pepper Pike OH
About Wilson & Browning, Inc.
Wilson & Browning, Inc. is a Cleveland Heights-based RIA. The firm has been operating for 26 years. Managing $18.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$18.5M AVG AUM / ADVISOR
$440.6K AVG AUM / CLIENT
26.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
26yrs Firm Age
Insights
Available
Available
Available
Available
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Available
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Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
K
KATHLEEN BROWNING-CEICYS
President
- CRD
- #1694785
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,504,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,504,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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