Washburn Asset Management LLC

Washburn Asset Management LLC (CRD# 306100) is a financial advisory firm headquartered in , . They manage $6,125,503 in 35 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.linkedin.com/in/luke-washburn-949911113/
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    35
    ACCOUNTS
  • Average Account Value
    $175,014
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Washburn Asset Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Luke Washburn, financial advisor Amherst OH
Luke A. Washburn
CRD#: 6026141
Amherst, OH

Luke Washburn (CRD# 6026141) is an Investment Advisor Representative working at Washburn Asset Management LLC in Amherst, OH and has over 12 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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