Wilkins Investment Counsel Inc
● SEC registered since 1989CRD 104913SEC# 801-35172Boston, MA
Reg. AUM
$1.12B
Employees
11
Accounts
212
Location
Boston, MA
Wilkins Investment Counsel Inc assets under management
Wilkins Investment Counsel Inc is an investment advisory firm registered with the SEC based in Boston, MA. The firm has been registered since 1989. It reports $1.1 billion in regulatory assets under management and employs 11 people.
Wilkins Investment Counsel Inc owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Patrick Gately | Chief Compliance Officer, Director Of Operations | Under 5% | 2023 |
| John Parker Wilkins Control | Chairman, Director | 25-50% | 2014 |
| Michael Francis Charland Control | President, Director | 25-50% | 2014 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Wilkins Investment Counsel Inc manage?
Wilkins Investment Counsel Inc reports $1.1 billion in regulatory assets under management on its Form ADV.
How many employees does Wilkins Investment Counsel Inc have?
Wilkins Investment Counsel Inc reports 11 employees.
Where is Wilkins Investment Counsel Inc located?
Wilkins Investment Counsel Inc is based in Boston, MA and has been SEC-registered since 1989.
Does Wilkins Investment Counsel Inc disclose fund performance?
Wilkins Investment Counsel Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 160 Federal St., 22nd Floor, Boston, MA 02110 |
| Phone | 617-951-9969 |
| Fax | 617-951-0773 |
| Office hours | 8:30a.m. To 4:30p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1276853 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.12B▲ 3%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 31%
Larger than 69% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$1.12Bregulatory AUM
Discretionary $1.12B