Waycross Investment Management Co

Waycross Investment Management Co (CRD# 105034) is a financial advisory firm headquartered in Bellingham, WA. They manage $194,546,777 in 149 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
119 N Commercial St, Ste 191, Bellingham, WA 98225
http://www.waycross.com
By the Numbers
  • Total Assets Under Management
    195
    MILLION
  • Total Number of Accounts
    149
    ACCOUNTS
  • Average Account Value
    $1,305,683
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, LA, NC, WA

Financial Advisors at Waycross Investment Management Co
Showing 1 - 3 of 3 top financial advisors.
1
Luther Hodges, financial advisor Bellingham WA
Luther H. Hodges
CRD#: 6032162
119 N, Commercial St. Suite 191, Bellingham, WA 98225

Luther Hodges (CRD# 6032162) is an Investment Advisor Representative working at Waycross Investment Management Co in Bellingham, WA and has over 11 years of experience in the finance industry.

2
Michael Ryan, financial advisor Bellingham WA
Michael F. Ryan
CRD#: 2176997
119 N, Commercial St. Suite 191, Bellingham, WA 98225

Michael Ryan (CRD# 2176997) is an Investment Advisor Representative working at Waycross Investment Management Co in Bellingham, WA and has over 32 years of experience in the finance industry.

3
David Schneider, financial advisor Bellingham WA
David G. Schneider
CRD#: 6308645
119 N, Commercial St. Suite 191, Bellingham, WA 98225

David Schneider (CRD# 6308645) is an Investment Advisor Representative working at Waycross Investment Management Co in Bellingham, WA and has over 10 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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