$58.4M Total AUM
$58.4M Disc. AUM
-- 3Y CAGR
1 Employees
149 ADV. Clients
8 yrs Firm Age
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- Custodian
- Trade-PMR
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-02-2018
- Office Locations
- 1
Office Locations
-- Birmingham AL
About Wilson Financial Group
Wilson Financial Group is an Alabama-registered RIA based in Birmingham focused on retirement-income planning, with an emphasis on helping clients maximize Social Security benefits through educational workshops. Led by Philip Wilson (CLTC, CEA, CSSCS), the firm combines planning and investment guidance and works with retail investors; custody is through TradePMR.
Team overview
-- AVG AGE
$58.4M AVG AUM / ADVISOR
$391.9K AVG AUM / CLIENT
8.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
P
PHILIP SCOTT WILSON
Chief Compliance Officer, Investment Advisor, PRINCIPAL
- CRD
- #2059386
- 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 | $58,399,142 | -- |
| Non-Discretionary | $0 | -- |
| Total | $58,399,142 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Total | Available | Available |
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