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WILKINS INVESTMENT COUNSEL, INC

BOSTON, MA · CRD 104913 · IAPD ↗ · wilkinsinvest.com · 617-951-9969

$1.12BRegulatory AUM
6Advisory reps
11Employees
0Clients
0Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

51
April 2025 — WILKINS INVESTMENT COUNSEL, INC notice-filed in CT, ME, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
April 2025 — WILKINS INVESTMENT COUNSEL, INC crossed $1B in regulatory AUM ($651.3M -> $1.08B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.