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WASHBURN CAPITAL MANAGEMENT INC.

70 Royal Palm Pointe
Suite C
Vero Beach, Florida 32960
Tel: 772 564-7291

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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 StatusApproved
Firm CRD#125708
SEC#801-112874
Assets Managed by Firm$237,330,311
No. of Clients513
No. of Advisors3

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses

Firm Client Information

No. of ClientsAUM
Firm Total513$237,330,311
Individuals (other than high net worth individuals)112$41,104,793
High net worth individuals65$183,802,073
Charitable organizations3$8,518,004
Corporations or other businesses4$3,905,441

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