Wilkison Investment Services

Finance · United States · 1-10 Employees

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Overview

Headquarters

United States

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
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Jun
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Aug
ZI Rank
1
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1
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1

About Wilkison Investment Services

Wilkison Investment Services, LLC offers personalized and confidential investment management services primarily to individuals in the Seattle area. Their services include financial objective determination, cash flow management, investment management, education funding, and retirement planning. As a registered investment advisor in Washington, they ensure compliance with state regulations while providing tailored investment advice. The company focuses on building client relationships through consultations to address specific financial needs.Explore more
Popular SearchesWilkison Investment Services LLCSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wilkison Investment Servi...

<$5M
1-10
Private
-
-
N/A
<$5M
11-50
Private
-
2013
ES
Evan SpiessFront Office Coordinator
<$5M
1-10
Private
-
1977
SB
Steven BruceFounder and CEO, MBA
<$5M
1-10
Private
-
2021
N/A
<$5M
1-10
Private
-
1983
N/A
<$5M
1-10
Private
-
2013
LG
Lee GoodrickVice President and Financial Advisor
<$5M
1-10
Private
-
2003
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Company Profile Activity

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Activity Insights

Wilkison Investment Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Wilkison Investment Services Tech Stack

A closer look at the technologies used by Wilkison Investment Services

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Frequently Asked Questions Regarding Wilkison Investment Services

What is Wilkison Investment Services's official website?
Wilkison Investment Services's official website is www.wilkisoninvest.com
What is Wilkison Investment Services's Revenue?
Wilkison Investment Services's revenue is <$5 Million
What is Wilkison Investment Services's SIC code?
Wilkison Investment Services's SIC: 62,628
What is Wilkison Investment Services's NAICS code?
Wilkison Investment Services's NAICS: 52,523
How many employees does Wilkison Investment Services have?
Wilkison Investment Services has 1-10 employees
What industry does Wilkison Investment Services belong to?
Wilkison Investment Services is in the industry of: Finance, Securities Trading
What is Wilkison Investment Services competition?
Wilkison Investment Services top competitors include: Charter Capital Management, Lybis Investing, Riverpoint Wealth Management, Sector Analysts
What technology does Wilkison Investment Services use?
Some of the popular technologies that Wilkison Investment Services uses are: Microsoft 365, Cloudflare DNS, BlueHost, Microsoft Exchange Online
What does Wilkison Investment Services do?

Wilkison Investment Services, LLC offers personalized and confidential investment management services primarily to individuals in the Seattle area. Their services include financial objective determination, cash flow management, investment management, education funding, and retirement planning. As a registered investment advisor in Washington, they... ensure compliance with state regulations while providing tailored investment advice. The company focuses on building client relationships through consultations to address specific financial needs.Read More

Is Wilkison Investment Services a public company?
Wilkison Investment Services is private company therefore does not currently have an official ticker symbol
See more information about Wilkison Investment Services

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