Wilcox Investment, Inc. (Hudson)

Name: Wilcox Investment, Inc.
Address: 46 Hastings Road, Hudson, MA, 01749 2881
Telephone: 9783107987

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.

Wilcox Investment: assets under management

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 firm manages $132.37 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $132.37 million each.

Investments

The firm invests in investment and business development companies the most. They account for 89% of the total AUM. The second-largest asset type is exchange traded securities, which make up 5% of the firm’s portfolio. Investments in cash and cash equivalents form 3% of the total invested assets.

Fees & Commissions

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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Wilcox Investment, Inc.

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Michael Joseph Eschelbacher	Director	1 Nov 2001	Other	4641890
Jarrod Whitfield Wilcox	President, chief compliance officer	1 Nov 2001	75% - 100%	2026277

Based in Hudson

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.