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FIRM PROFILE
Overview
WILSON-DAVIS & CO., INC. is located at 236 South Main Street, Salt Lake City, UT 84101-2104 and was first established at Denver, Utah in 11/12/1968. After operating for 57 years, WILSON-DAVIS & CO., INC. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of WILSON-DAVIS & CO., INC.’s clients are individuals and 0% of their clients are high net worth individuals. WILSON-DAVIS & CO., INC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at WILSON-DAVIS & CO., INC. are registered to handle securities or provide financial advice. The firm has 58 disclosures, 57 being regulatory events, 0 being client events, and 1 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access WILSON-DAVIS & CO., INC.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at WILSON-DAVIS & CO., INC.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for WILSON-DAVIS & CO., INC. Comes From
Understanding the Statistics for WILSON-DAVIS & CO., INC. and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
236 South Main Street, Salt Lake City, UT 84101-2104
P.o. Box 11587, Salt Lake City, UT 84147-0587
Small
(801) 532-1313
Utah since 11/12/1968
Corporation
June
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at WILSON-DAVIS & CO., INC.
Joe Edward Poe
Gerald Francis Kirby
Tony Stewart White
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