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Home > Retirement Planners > washington > bellingham > WAYCROSS INVESTMENT MANAGEMENT CO
WAYCROSS INVESTMENT MANAGEMENT CO
119 N Commercial St
Ste 191
Bellingham, Washington 98225
Tel: 360-671-0148
About WAYCROSS INVESTMENT MANAGEMENT CO
WAYCROSS INVESTMENT MANAGEMENT CO, formally registered with the SEC as WAYCROSS INVESTMENT MANAGEMENT CO. The firm was established in 12/18/2020. They have over 1 offices throughout the country.
WAYCROSS INVESTMENT MANAGEMENT CO is a Bellingham, Washington based Financial Planning firm with nearly $216,691,379 assets under management, offering retirement planning & investment advisory services to 334 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 105034 |
| SEC# | 801-120007 |
| Assets Managed by Firm | $216,691,379 |
| No. of Clients | 334 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 334 | $216,691,379 |
| Individuals (other than high net worth individuals) | 87 | $30,601,570 |
| High net worth individuals | 54 | $124,055,334 |
| Charitable organizations | 15 | $62,034,475 |
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