Wilkinson GAM

Finance · New York, United States · 11-50 Employees

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Overview

Headquarters

437 Madison Ave Fl 33, New York City, Ne...

Phone Number

(212) 301-6864

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
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May
ZI Rank
1
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About Wilkinson GAM

Wilkinson Global Asset Management is an independent investment advisory and asset management firm that has been serving taxable and tax-exempt clients worldwide since 1972. The firm specializes in managing long-term investment portfolios for individuals, families, foundations, endowments, and trusts. With a focus on a global, core, quality-oriented, and concentrated investment philosophy, they aim to help clients achieve their long-term investment goals. Their dedicated team boasts decades of experience in investment and client service.Explore more
Wilkinson GAM's Social MediaPopular SearchesWilkinson GAMWilkinson Global Asset Management LLC105 Wilkinson LLCWilkinson & Indigo Creek LLCWilkinson Music Management LLCSIC Code 62,628NAICS Code 52,523Show more

Wilkinson GAM Org Chart

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Chairman & Chief Executive Officer

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Chief Operating Officer & Chief Compliance Of...

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Vice President, Operations & Partner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wilkinson GAM

<$5M
11-50
Private
-
1972
DW
Donald WilkinsonChairman & CEO
$6.9M
11-50
Private
-
1983
Denise Lollis, Chief Operating Officer & Chief Compliance Officer at Greenwood Capital Associates
Denise LollisChief Operating Officer & Chief Compliance Officer
$5M
1-10
Private
-
2014
BS
Brian SmithManager, Private Wealth
<$5M
1-10
Private
-
1985
N/A
<$5M
1-10
Private
-
-
SQ
Sean QuinnManager, Wealth
<$5M
1-10
Private
-
2020
JB
Justin BodnarCo-Founder & Vice President
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Wilkinson GAM Tech Stack

Top Finance Companies

Frequently Asked Questions Regarding Wilkinson GAM

What is Wilkinson GAM's official website?
Wilkinson GAM's official website is www.wilkinsongam.com
What is Wilkinson GAM's Revenue?
Wilkinson GAM's revenue is <$5 Million
What is Wilkinson GAM's SIC code?
Wilkinson GAM's SIC: 62,628
What is Wilkinson GAM's NAICS code?
Wilkinson GAM's NAICS: 52,523
How many employees does Wilkinson GAM have?
Wilkinson GAM has 11-50 employees
What industry does Wilkinson GAM belong to?
Wilkinson GAM is in the industry of: Finance, Securities Trading
What is Wilkinson GAM competition?
Wilkinson GAM top competitors include: Seaside Investment Advisers, North Shore Asset Management, Vermont Wealth Management, Seymour Asset Management
What technology does Wilkinson GAM use?
Some of the popular technologies that Wilkinson GAM uses are: goo.gl, Cloudflare Rocket Loader, Cloudflare Website Optimization, Boomerang
How do I contact Wilkinson GAM?
Wilkinson GAM contact info: Phone number: (212) 301-6864 Website: www.wilkinsongam.com
What does Wilkinson GAM do?

Wilkinson Global Asset Management is an independent investment advisory and asset management firm that has been serving taxable and tax-exempt clients worldwide since 1972. The firm specializes in managing long-term investment portfolios for individuals, families, foundations, endowments, and trusts. With a focus on a global, core, quality-oriented... , and concentrated investment philosophy, they aim to help clients achieve their long-term investment goals. Their dedicated team boasts decades of experience in investment and client service.Read More

What are Wilkinson GAM social media links?
Wilkinson GAM Linkedin page
Is Wilkinson GAM a public company?
Wilkinson GAM is private company therefore does not currently have an official ticker symbol
See more information about Wilkinson GAM

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