CRD: 152097
Wilson Financial Group, LLC
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- Custodian
- SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-10-2009
- Office Locations
- 1
Office Locations
About Wilson Financial Group, LLC
Wilson Financial Group, LLC is a Suwanee, GA registered investment adviser serving retail and institutional clients. The firm provides financial planning and asset management, including retirement, tax and estate planning, insurance/risk management, and portfolio construction. Portfolios are implemented largely with ETFs in managed accounts, with additional use of public funds, and are custodied with SEI.
Team overview
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Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JEFFREY ELMER WILSON
Chief Compliance Officer, Managing Member, Owner
- CRD
- #5112365
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $32,422,788 | -- |
| Non-Discretionary | $17,401,359 | -- |
| Total | $49,824,147 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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