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WILSON & BROWNING, INC.
CRD 121900
2385 KENILWORTH RD., CLEVELAND HEIGHTS, OH, 44106, United States
Phone
216-464-2133
Fax
216-465-2557
Registration
— (—)
Source
State registered
Total AUM
$18.5M
Discretionary AUM
$18.5M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; A PERCENTAGE OF ASSETS UNDER MANAGEMENT BY THIRD PARTY MANAGERS
Org form
Corporation
Filing date
2026-02-02
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 40 | $11.9M |
| High net worth individuals | 2 | $6.6M |
All web addresses on file
Official SEC filing: View on IAPD