Wilson Financial Consulting Group (Spokane)

Name: Wilson Financial Consulting Group
Address: 412 E. 30 Th Avenue, Spokane, WA, 99203 2556
Telephone: 509-456-2526

Wilson Financial Consulting Group is a large advisory firm based in Spokane. It manages $195 million of regulatory assets for 470 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Washington.

Wilson Financial Consulting Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Wilson Financial Consulting Group: assets under management

The assets under management (AUM) of Wilson Financial Consulting Group is $195 million. The firm's AUM has gone down by -7% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $180 million in discretionary accounts and $15 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $400 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $750 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Wilson Financial Consulting Group for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Wilson Financial Consulting Group

James Karl Wilson has been acting as President since 1 Jul 1994. Jeffrey Scott Miller joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
James Karl Wilson	President	1 Jul 1994	75% - 100%	1771833
Jeffrey Scott Miller	Vice president	1 Aug 1999	Other	2835765

Based in Spokane

The principal office where Wilson Financial Consulting Group performs its advisory services is located at 412 E. 30 Th Avenue, Spokane, WA 99203 2556, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 509-456-2526 or by fax 509-456-2550. The normal business hours are 8:00 a.m.-4:30 p.m. on Monday - Friday. You can find more information about the New York firm at www.wilsonfinancialgroup.com.