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Home > Retirement Planners > california > larkspur > WASHBURN CAPITAL MANAGEMENT INC.
WASHBURN CAPITAL MANAGEMENT INC.
70 Royal Palm Pointe
Suite C
Vero Beach, Florida 32960
Tel: 772 564-7291
About WASHBURN CAPITAL MANAGEMENT INC.
WASHBURN CAPITAL MANAGEMENT INC, formally registered with the SEC as WASHBURN CAPITAL MANAGEMENT INC. The firm was established in 04/20/2018. They have over 1 offices throughout the country.
WASHBURN CAPITAL MANAGEMENT INC. is a Vero Beach, Florida based Financial Planning firm with nearly $237,330,311 assets under management, offering retirement planning & investment advisory services to 513 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 125708 |
| SEC# | 801-112874 |
| Assets Managed by Firm | $237,330,311 |
| No. of Clients | 513 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 513 | $237,330,311 |
| Individuals (other than high net worth individuals) | 112 | $41,104,793 |
| High net worth individuals | 65 | $183,802,073 |
| Charitable organizations | 3 | $8,518,004 |
| Corporations or other businesses | 4 | $3,905,441 |
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