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Wilkins Investment Counsel Inc

● SEC registered since 1989CRD 104913SEC# 801-35172Boston, MA
Export (members)
Reg. AUM
$1.08B
Employees
11
Accounts
205
Location
Boston, MA

Wilkins Investment Counsel Inc assets under management

Wilkins Investment Counsel Inc is an investment advisory firm registered with the SEC based in Boston, MA. The firm has been registered since 1989. It reports $1.1 billion in regulatory assets under management and employs 11 people.

Wilkins Investment Counsel Inc owners & executives

4 reported
NameTitleOwnershipSince
David Patrick GatelyChief Compliance Officer, Director Of OperationsUnder 5%2023
John Parker Wilkins ControlChairman, Director25-50%2014
Michael Francis Charland ControlPresident, Director25-50%2014
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Frequently asked questions

How much does Wilkins Investment Counsel Inc manage?

Wilkins Investment Counsel Inc reports $1.1 billion in regulatory assets under management on its Form ADV.

How many employees does Wilkins Investment Counsel Inc have?

Wilkins Investment Counsel Inc reports 11 employees.

Where is Wilkins Investment Counsel Inc located?

Wilkins Investment Counsel Inc is based in Boston, MA and has been SEC-registered since 1989.

Does Wilkins Investment Counsel Inc disclose fund performance?

Wilkins Investment Counsel Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address160 Federal St., 22nd Floor, Boston, MA 02110
Phone617-951-9969
Fax617-951-0773
Office hours8:30a.m. To 4:30p.m.
SEC regionBoston Regional Office (BRO)
CIK1276853
Discloses disciplinary historyNo

Assets under management

Discretionary$1.08B
Non-discretionary$0
Total (RAUM)$1.08B