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WYNN CAPITAL
965 Broad Street
Augusta, Georgia 30901
Tel: 706-869-3451
About WYNN CAPITAL
WYNN CAPITAL, formally registered with the SEC as WYNN CAPITAL. The firm was established in 05/12/2022. They have over 1 offices throughout the country.
WYNN CAPITAL is a Augusta, Georgia based Financial Planning firm with nearly $200,362,801 assets under management, offering retirement planning & investment advisory services to 686 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 281291 |
| SEC# | 801-124996 |
| Assets Managed by Firm | $200,362,801 |
| No. of Clients | 686 |
| No. of Advisors | 4 |
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 | 686 | $200,362,801 |
| Individuals (other than high net worth individuals) | 216 | $81,369,892 |
| High net worth individuals | 39 | $111,565,698 |
| Pension and profit sharing plans | 2 | $298,671 |
| Charitable organizations | 2 | $2,606,503 |
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|---|---|---|---|
| $746,325,416,693 | 38517 | 2895 | |
| $61,369,856,545 | 124201 | 2105 | |
| $35,289,452,223 | 7542 | 44 | |
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| $33,178,196,876 | 12286 | 28 |
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