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
Washburn Asset Management LLC
By the Numbers
-
Total Assets Under Management6MILLION
-
Total Number of Accounts35ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OH
Financial Advisors at Washburn Asset Management LLC
1
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.
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