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Chairman and Chief Executive Officer · Wilkinson Global Asset Management LLC

Donald III M. C. Wilkinson

CRD 2585683 · Named on Form ADV at one SEC-registered adviser

At a glance

Wilkinson Global Asset Management LLC, an SEC-registered wealth manager based in New York, NY with $1.9 billion in regulatory assets, lists Donald III M. C. Wilkinson on its Form ADV as Chairman and Chief Executive Officer, a control person.

Firms and roles

AtlasMembers

Donald’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Charles C. WilkinsonChief Operating, Financial & Compliance Officer (CCO), Wilkinson Global Asset Management LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Donald’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.