Overview
Assets Under Management: $217 million
Headquarters: BELLINGHAM, WA
High-Net-Worth Clients: 54
Average Client Assets: $2 million
Frequently Asked Questions
WAYCROSS INVESTMENT MANAGEMENT COMPANY is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #105034), WAYCROSS INVESTMENT MANAGEMENT COMPANY is subject to fiduciary duty under federal law.
WAYCROSS INVESTMENT MANAGEMENT COMPANY is headquartered in BELLINGHAM, WA.
WAYCROSS INVESTMENT MANAGEMENT COMPANY serves 54 high-net-worth clients according to their SEC filing dated February 25, 2025. View client details ↓
According to their SEC Form ADV, WAYCROSS INVESTMENT MANAGEMENT COMPANY offers financial planning and portfolio management for individuals. View all service details ↓
WAYCROSS INVESTMENT MANAGEMENT COMPANY manages $217 million in client assets according to their SEC filing dated February 25, 2025.
According to their SEC Form ADV, WAYCROSS INVESTMENT MANAGEMENT COMPANY serves high-net-worth individuals. View client details ↓
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