Wilen Investment Management is an investment advisor in Bonita Springs with $168.00 mm assets under management.
Company profile
Employees
Incorporated
Location
Fiscal year end
Former names
Wilen Management Co Inc, Wilen Management Corp
SEC CIK
IRS number
521452536
SEC advisor number
801-21673
FINRA CRD number
111712
AUM ?
$168.00 mm
(as of 4 Feb 22)
Accounts
133
(as of 4 Feb 22)
Employees
4
(1 investment advisory or research)
Address
Wilen Investment Management
14551 MERAVI DRIVE
BONITA SPRINGS
FL 34135
14551 MERAVI DRIVE
BONITA SPRINGS
FL 34135
Office hours
Monday - Friday, 9:00 AM - 5:00 PM
Phone
1-239-676-8281
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Wilen, James | President | 07/1984 | > 75% |
Wilen, Ellen, Rapoport | Secretary/treasurer | 07/1984 | < 5% |
Wilen, James | Chief Compliance Officer | 01/2005 | > 75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
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VAALCO ENERGY INC /DE/
8 Feb 23
SC 13G/A
DELTA APPAREL, INC
8 Feb 23
SC 13G/A
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8 Feb 23
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WILEN INVESTMENT MANAGEMENT / WILEN INVESTMENT MANAGEMENT ownership change
27 Jan 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
5 Aug 22
13F-HR
Quarterly holdings report by institutional manager
4 May 22
13F-HR
Quarterly holdings report by institutional manager
2 Feb 22