Wilson, Kemp & Associates, Inc. is a large advisory firm based in Birmingham. It manages $144.59 million of regulatory assets for 126 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida and Michigan.
Wilson, Kemp & Associates provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Wilson, Kemp & Associates, Inc. is $144.59 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -92% 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 Wilson, Kemp & Associates, 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.
Robert Dale Kemp has been acting as President since 1 Oct 1968. Dennis Anthony Johnson joined the executive team most recently as the Chairman / Director And Chief Investment Officer.
The principal office where Wilson, Kemp & Associates, Inc. performs its advisory services is located at 255 East Brown Street, Birmingham, MI 48009 6220, 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 248-594-4100 or by fax 248-594-4135. The normal business hours are 8:30 a.m. - 5:00 p.m. on Monday - Friday.