Wilson J E Advisors LLC (Columbia)

Name: Wilson J E Advisors LLC
Address: 2445 Devine Street, Columbia, SC, 29205
Telephone: 803-799-9203

Wilson J E Advisors LLC is a large advisory firm based in Columbia. It manages $70.98 million of regulatory assets for 299 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of South Carolina.

Wilson J E Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Wilson J E Advisors: assets under management

The assets under management (AUM) of Wilson J E Advisors LLC is $70.98 million. The firm's AUM has gone down by -15% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $67.08 million in discretionary accounts and $3.91 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $249.36 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $130.23 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Wilson J E Advisors LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Wilson J E Advisors LLC

Inc. J.E. Wilson Advisors joined the executive team most recently as the Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
James Edmunds Wilson	Chief executive officer	1 Oct 1997	75% - 100%	710315
Inc. J.E. Wilson Advisors	Member	1 Oct 1997	Other	57-0880380

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
James Edmunds Wilson	Shareholder	1 Nov 1988	75% - 100%	710315

Based in Columbia

The principal office where Wilson J E Advisors LLC performs its advisory services is located at 2445 Devine Street, Columbia, SC 29205, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 803-799-9203 or by fax 803-254-4474. The normal business hours are 8:30 a.m. to 5:30 p.m. on Monday - Friday. You can find more information about the New York firm at www.jewilson.com.