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Building 2WASHBURN CAPITAL MANAGEMENT INC.

Map pinVERO BEACH, FL
Phone772-564-7291
NotebookSEC #801-112874
Total AUM
$253.6M
Employees
3
Clients
188

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
70 ROYAL PALM POINTE
SUITE C
VERO BEACH
FL 32960
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
772-564-7291

ReceiptFinancials

Total AUM
$253.6M
Accounts
524
Discretionary
$253.6M
Accounts
524
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
113
AUM
$41.7M
HNW Individual Clients
67
AUM
$196.7M
Charitable Organization Clients
4
AUM
$10.5M
Corporation or Business Clients
4
AUM
$4.7M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMANHRI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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