Wilcox Investment, Inc. is a large advisory firm based in Hudson. It manages $132.37 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2003.
Wilcox Investment provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Wilcox Investment, Inc. is $132.37 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 242% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Wilcox Investment, Inc. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Michael Joseph Eschelbacher has been acting as President since 1 Nov 2001. Jarrod Whitfield Wilcox joined the executive team most recently as the President, Chief Compliance Officer.
The principal office where Wilcox Investment, Inc. performs its advisory services is located at 46 Hastings Road, Hudson, MA 01749 2881, 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 9783107987. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at wilcoxinvest.com.