Overview
Assets Under Management: $231 million
Headquarters: MEMPHIS, TN
High-Net-Worth Clients: 38
Average Client Assets: $1.6 million
Frequently Asked Questions
WUNDERLICH CAPITAL MANAGEMENT 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 #117878), WUNDERLICH CAPITAL MANAGEMENT is subject to fiduciary duty under federal law.
WUNDERLICH CAPITAL MANAGEMENT is headquartered in MEMPHIS, TN.
WUNDERLICH CAPITAL MANAGEMENT serves 38 high-net-worth clients according to their SEC filing dated February 13, 2024. View client details ↓
According to their SEC Form ADV, WUNDERLICH CAPITAL MANAGEMENT offers portfolio management for individuals. View all service details ↓
WUNDERLICH CAPITAL MANAGEMENT manages $231 million in client assets according to their SEC filing dated February 13, 2024.
According to their SEC Form ADV, WUNDERLICH CAPITAL MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 38
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 26.82%
Average Client Assets: $1.6 million
Total Client Accounts: 200
Discretionary Accounts: 200
Regulatory Filings
CRD Number: 117878
Filing ID: 1815597
Last Filing Date: 2024-02-13 14:18:00