# THE ROBERT J. WILKES PLANNING FORUM

THE ROBERT J. WILKES PLANNING FORUM of BINGHAMTON, NY is an SEC-registered investment adviser.

## Registration

- CRD: 119953
- Type: SEC-registered investment adviser
- Location: 32 WEST STATE STREET, BINGHAMTON, NY, 13901-2335
- Phone: 607-722-1968
- Latest filing: 2019-04-16
- Clients: 1

## Business model

- Compensation: % of AUM, Commissions
- Clients served: Individuals, High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/119953/brochure
- Similar advisers: https://search.stillhousedata.com/firm/119953/similar
- Related entities: https://search.stillhousedata.com/firm/119953/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/119953

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.