Properties (65)
| Predicate | Object |
|---|---|
| gptkbp:instanceOf |
gptkb:Financial_Services_Company
|
| gptkbp:foundedIn |
2010
|
| gptkbp:hasClient |
High Net Worth Individuals
Corporations Non-Profit_Organizations |
| gptkbp:hasEmployees |
50-100
|
| gptkbp:hasPart |
Investment Strategy Development
Client Relationship Management Investment Research Tools Alternative Investment Strategies Client Education Programs Financial Risk Assessment Financial Literacy Programs Charitable Giving Strategies Market Trends Analysis Real Estate Investment Services Investment Policy Statement Development Client Feedback Mechanisms Client Onboarding Process Investment Performance Analysis Investment Risk Assessment Client Retention Strategies Financial Statement Analysis Investment Workshops Investment Risk Management Market Research Analysis Compliance_Department Estate_Planning_Services Financial_Advisory_Services Financial_Planning_Software Financial_Reporting_Services Financial_Technology_Solutions Insurance_Services Investment_Advisory_Services Portfolio_Management_Services Research_Department Risk_Management_Team Financial_Planning_Services Client_Services_Team Market_Analysis_Services Private_Equity_Services Regulatory_Compliance_Services Hedge_Fund_Services Venture_Capital_Services Cash_Flow_Management_Services Business_Valuation_Services Succession_Planning_Services Debt_Management_Services Financial_Modeling_Services Performance_Reporting_Services Performance_Benchmarking_Services Investment_Account_Management Financial_Research_Publications |
| gptkbp:hasWebsite |
www.wilcoxfinance.com
|
| gptkbp:headquarteredIn |
gptkb:New_York
|
| https://www.w3.org/2000/01/rdf-schema#label |
Wilcox Finance
|
| gptkbp:isRegulatedBy |
gptkb:Securities_and_Exchange_Commission
gptkb:Financial_Industry_Regulatory_Authority |
| gptkbp:offers |
Retirement Planning
Tax Planning Wealth_Management |
| gptkbp:provides |
Investment Services
|
| gptkbp:serves |
Institutional Investors
Individual Investors |
| gptkbp:specializesIn |
Asset Management
|