WILDES FINANCIAL STRATEGIES, INC of GEORGETOWN, SC is an SEC-registered investment adviser (CRD 289496). Regulatory assets under management: $138.3M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Other.
| Name | Role | Location |
|---|---|---|
| Jeffrey Dean Wildes | PRESIDENT; PRESIDENT/CCO; PRESIDENT / CHIEF COMPLIANCE OFFICER | — |
| WILDES JEFFREY DEAN | PRESIDENT/CCO | — |
| Brian John Taylor | CHIEF COMPLIANCE OFFICER / VICE PRESIDENT OF OPERATIONS | — |
| Manuel Salazar | VICE PRESIDENT OF CLIENT STEWARDSHIP | — |