WebYousif Capital Management's leadership group is comprised of Kevin Yousif, Gary Bender, Dave Jones and Nicole Rivera - experienced asset management professionals who have … WebPrimary Business Name: IMUS WILKINSON INVESTMENT MANAGEMENT, LLC CRD Number: 157457 Other-Than-Annual Amendment - All Sections Rev. 10/2024 6/30/2024 12:31:27 PM WARNING: Complete this form truthfully. False statements or omissions may result in denial of your application, revocation of your registration, or criminal
Eb Wilkinson - .. - Imus Wilkinson Investment Management
WebImus Wilkinson Investment Management, LLC is an advisory firm that has its headquarters in Tucson, Arizona. It controls $194 million in total assets among its 1,468 accounts, … WebImus Wilkinson Investment Management, LLC is an advisory company that has its headquarters in Tucson, Arizona. It oversees $194 million in total assets among its 1,468 customer accounts, making it one of the mid-sized firms in the nation by assets under management. The firm provides financial advice to one charitable organizations. cip methods
Business Profile for Imus Wilkinson Investment …
WebImus Wilkinson Investment Management, LLC operates as an advisory company that has its headquarters in Tucson, Arizona. Imus Wilkinson Investment Management, LLC administers $193.6 million in assets throughout 1,468 accounts, making it a mid-tier firm in the nation by assets under management (AUM). WebImus Wilkinson - Investment Philosophy Investment Philosophy Our Philosophy We don’t pick individual securities (stocks, bonds, hard assets, etc). We believe that no individual firm or manager is an expert in all fields. We build investment portfolios that are extremely diversified and hire “best in class” managers in each of those fields. WebWilkinson Wealth Management, LLC Firm's CRD Number: 317741 7411 E Tanque Verde, Tucson, AZ 85715 By the Numbers Total Assets Under Management 103 MILLIONS Total Number of Accounts 616 ACCOUNTS Average Account Value $167,922 Compensation Options A percentage of assets under your management Hourly charges Fixed fees (other … cip motley fool