Wilkinson Capital Management

Finance · Minnesota, United States · 1-10 Employees

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Overview

Headquarters

4517 Allendale Dr, Saint Paul, Minnesota...

Phone Number

(651) 330-8552

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Wilkinson Capital Management

Wilkinson Capital Management is a financial advisory firm that prioritizes honesty, integrity, and trust in its client relationships. The firm offers a range of services including retirement planning, investment strategies, estate planning, insurance, and tax advice. Their approach focuses on developing personalized financial strategies to ensure clients achieve peace of mind and success. They are dedicated to working closely with clients at every stage of life, emphasizing that their success is intertwined with that of their clients.Explore more
Popular SearchesWilkinson Capital Management LLCWilkinson Capital ManagementSIC Code 62,628NAICS Code 52,523Show more

Wilkinson Capital Management Org Chart

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JW
United States flag for contact location.

Founder & President & Wealth Management Advis...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wilkinson Capital Managem...

<$5M
1-10
Private
-
2016
JW
James WilkinsonFounder & President & Wealth Management Advisor
<$5M
1-10
Private
-
2007
Kasia Marczyk, President & Founder at Anchor Wealth Management Group
Kasia MarczykPresident & Founder
<$5M
1-10
Private
-
2013
SO
Steve OsterinkChief Investment Officer, Cfa, Cfp, Aif
<$5M
1-10
Private
-
2010
LM
Leo MurphyPresident, CEO & Co-Founder
<$5M
1-10
Private
<$5M
2018
CM
Carol MaddoxManager, Branch Operations
<$5M
1-10
Private
-
2013
CB
Cameron BachelderLpl Financial Advisor & Owner
<$5M
1-10
Private
-
-
Andrew Sosnowitz, President & Chief Information Officer at Buttonwood Capital Management
Andrew SosnowitzPresident & Chief Information Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

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Activity Insights

Wilkinson Capital Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Wilkinson Capital Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Wilkinson Capital Management.

Wilkinson Capital Management Tech Stack

A closer look at the technologies used by Wilkinson Capital Management

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Frequently Asked Questions Regarding Wilkinson Capital Management

What is Wilkinson Capital Management's official website?
Wilkinson Capital Management's official website is www.wilkinsoncm.com
What is Wilkinson Capital Management's Revenue?
Wilkinson Capital Management's revenue is <$5 Million
What is Wilkinson Capital Management's SIC code?
Wilkinson Capital Management's SIC: 62,628
What is Wilkinson Capital Management's NAICS code?
Wilkinson Capital Management's NAICS: 52,523
How many employees does Wilkinson Capital Management have?
Wilkinson Capital Management has 1-10 employees
What industry does Wilkinson Capital Management belong to?
Wilkinson Capital Management is in the industry of: Finance, Securities Trading
What is Wilkinson Capital Management competition?
Wilkinson Capital Management top competitors include: Anchor Wealth Management, Heritage Capital Management, Anchor Wealth Management Group, Buttonwood Capital Management
What technology does Wilkinson Capital Management use?
Some of the popular technologies that Wilkinson Capital Management uses are: Cloudflare Website Optimization, Proofpoint, Google Tag Manager, GoDaddy DNS
How do I contact Wilkinson Capital Management?
Wilkinson Capital Management contact info: Phone number: (651) 330-8552 Website: www.wilkinsoncm.com
What does Wilkinson Capital Management do?

Wilkinson Capital Management is a financial advisory firm that prioritizes honesty, integrity, and trust in its client relationships. The firm offers a range of services including retirement planning, investment strategies, estate planning, insurance, and tax advice. Their approach focuses on developing personalized financial strategies to ensure c... lients achieve peace of mind and success. They are dedicated to working closely with clients at every stage of life, emphasizing that their success is intertwined with that of their clients.Read More

Is Wilkinson Capital Management a public company?
Wilkinson Capital Management is private company therefore does not currently have an official ticker symbol
See more information about Wilkinson Capital Management

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