70 Royal Palm Pointe
Suite C
Vero Beach, Florida 32960
Tel: 772 564-7291
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$433,814,330,581 | 1070028 | 13966 | |
$397,045,307,119 | 26 | 2932 | |
$344,868,106,925 | 1030208 | 6727 | |
$120,567,542,959 | 727 | 189 | |
$118,191,936,095 | 97020 | 845 |
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