Wilson, Kemp & Associates, Inc. (Birmingham)

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.

Wilson, Kemp & Associates: assets under management

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 firm manages $144.59 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.15 million each.

Fees & Commissions

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. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Wilson, Kemp & Associates, Inc.

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert Dale Kemp	Director/president	1 Oct 1968	Other	4344776
Thomas Alfred Wilson	Director/chairman	1 Oct 1968	Other	4344778
Frank Couzens	Director	1 May 1988	Other	4344779
Edgar Mark Gregory	Director	1 May 1988	Other	4344780
Mark Edward Vanfaussien	Assistant vice president	1 Oct 1989	Other	1708930
George Charles Eshelman	Director/executive vice president	1 Nov 1992	Other	2536060
David Bradford Stephens	Director	1 Nov 1993	Other	4344781
Donald Alfred Lindow	Vice president	1 Jan 1998	Other	4344777
Inc. Comerica Investment Services	Shareholder	1 Apr 2000	75% - 100%	38-3136891
Joseph Albert Moran	Director	1 Mar 2005	Other	4939300
John Andrew Capuano	Vice president	1 Feb 2009	Other	2366892
Mark Edward Vanfaussien	Director / president & chief executive officer	1 Mar 2009	Other	1708930
Donald Alfred Lindow	Chief compliance officer / secretary / treasurer / vice president	1 Mar 2009	Other	4344777
Joseph Albert Moran	Director / assistant secretary	1 Mar 2009	Other	4939300
Robert Anthony Sajdak	Director	1 Mar 2009	Other	4847211
Curtis Chatman Farmer	Director	1 Mar 2009	Other	1300239
Sajid M. Siddiqi	Director	1 Mar 2009	Other	4535702
David Keith Skolnik	Director	1 Sep 2009	Other	1515100
Lisa Ann Walker	Chief operating officer & chief compliance officer	1 May 2010	Other	2279913
Dennis Anthony Johnson	Director / vice chairman	1 Dec 2011	Other	1721280
Marc L Scheuer	Director	1 Dec 2011	Other	2562372
Dennis Anthony Johnson	Chairman / director and chief investment officer	1 Dec 2012	Other	1721280
Lawrence Joseph Granata	Chief compliance officer and bsa/aml compliance officer	1 Dec 2012	Other	1088599

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Comerica Incorporated	Shareholder	1 Jun 1992	75% - 100%	38-1998421
Comerica Bank	Shareholder	1 Apr 2000	75% - 100%	38-0477375

Based in Birmingham

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.