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WUNDERLICH CAPITAL MANAGEMENT
MEMPHIS, TN
901-251-1343
SEC #801-79842Total AUM
$231.4M
Employees
1Clients
200Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
40 SOUTH MAIN
SUITE 1800
MEMPHIS
TN 38103
United States
SUITE 1800
MEMPHIS
TN 38103
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Monday - Friday
Phone
901-251-1343
Financials
Total AUM
$231.4M
Accounts
200Discretionary
$231.4M
Accounts
200Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
53AUM
$30.3M
HNW Individual Clients
38AUM
$62.1M
Pension/Profit Sharing Plan Clients
2AUM
$1.1M
Charitable Organization Clients
2AUM
$2.4M
Corporation or Business Clients
4AUM
$5.8M
Other Clients
101AUM
$129.8M
Description of Other Clients
TRUSTS
Services
Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
LAMSTN
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.