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WABASH CAPITAL, INC.
2901 Ohio Blvd
Ste 242
Terre Haute, Indiana 47803
Tel: 812-242-9113
About WABASH CAPITAL, INC.
WABASH CAPITAL, INC, formally registered with the SEC as WABASH CAPITAL, INC. The firm was established in 11/25/1998. They have over 3 offices throughout the country.
WABASH CAPITAL, INC. is a Terre Haute, Indiana based Financial Planning firm with nearly $158,066,625 assets under management, offering retirement planning & investment advisory services to 490 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 107932 |
| SEC# | 801-56063 |
| Assets Managed by Firm | $158,066,625 |
| No. of Clients | 490 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 490 | $158,066,625 |
| Individuals (other than high net worth individuals) | 462 | $65,926,408 |
| High net worth individuals | 17 | $31,568,553 |
| Pension and profit sharing plans | 4 | $33,493,819 |
| Charitable organizations | 7 | $25,519,933 |
| Corporations or other businesses | Fewer than 5 clients | $1,557,912 |
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|---|---|---|---|
| $26,678,534,447 | 15 | 78 | |
| $25,872,395,406 | 10 | 37 | |
| $22,024,300,000 | 49099 | 643 | |
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| $11,439,805,300 | 5947 | 56 |
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