Overview
Assets Under Management: $217 million
Headquarters: BELLINGHAM, WA
High-Net-Worth Clients: 54
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 54
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 57.25
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 334
Discretionary Accounts: 330
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 105034
Last Filing Date: 2025-02-25 00:00:00
Website: https://waycross.com