Overview
Assets Under Management: $237 million
Headquarters: VERO BEACH, FL
High-Net-Worth Clients: 65
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 65
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.45
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 513
Discretionary Accounts: 513
Regulatory Filings
CRD Number: 125708
Last Filing Date: 2025-02-26 00:00:00
Website: https://washburncapital.com