Washburn Capital Management Inc.
Washburn Capital Management Inc. (CRD# 125708) is a financial advisory firm headquartered in Vero Beach, FL. They manage $198,070,707 in 469 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
Washburn Capital Management Inc.
By the Numbers
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Total Assets Under Management198MILLION
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Total Number of Accounts469ACCOUNTS
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Average Account Value$422,326
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, MA, NH, RI
Financial Advisors at Washburn Capital Management Inc.
1
David Washburn (CRD# 5090167) is an Investment Advisor Representative working at Washburn Capital Management Inc. in Vero Beach, FL and has over 18 years of experience in the finance industry.
2
Robert Washburn (CRD# 1510709) is an Investment Advisor Representative working at Washburn Capital Management Inc. in Vero Beach, FL and has over 37 years of experience in the finance industry.
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