317 Kern Street
Thomasville, Georgia 31792
Tel: (229) 226-0111
WIREGRASS ASSET MANAGEMENT, formally registered with the SEC as WIREGRASS ASSET MANAGEMENT. The firm was established in 04/20/2022. They have over 1 offices throughout the country.
WIREGRASS ASSET MANAGEMENT is a Thomasville, Georgia based Financial Planning firm with nearly $94,263,110 assets under management, offering retirement planning & investment advisory services to 322 clients. The firm is staffed with 2 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 284608 |
SEC# | 801-124691 |
Assets Managed by Firm | $94,263,110 |
No. of Clients | 322 |
No. of Advisors | 2 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 322 | $94,263,110 |
Individuals (other than high net worth individuals) | 182 | $17,761,320 |
High net worth individuals | 113 | $34,492,830 |
Pension and profit sharing plans | 21 | $10,473,614 |
Charitable organizations | Fewer than 5 clients | $26,273,101 |
Corporations or other businesses | Fewer than 5 clients | $5,262,245 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$746,325,416,693 | 38517 | 2895 | |
$61,369,856,545 | 124201 | 2105 | |
$35,289,452,223 | 7542 | 44 | |
$33,827,869,628 | 39 | 879 | |
$33,178,196,876 | 12286 | 28 |
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