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David James Washburn

WASHBURN CAPITAL MANAGEMENT INC.·VERO BEACH, Florida
Unclaimed Profile
70 ROYAL PALM POINTE, VERO BEACH, FL 32960CRD# 5090167Firm CRD# 125708
01

About

David James Washburn is a registered financial advisor based in VERO BEACH, Florida, affiliated with WASHBURN CAPITAL MANAGEMENT INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
WASHBURN CAPITAL MANAGEMENT INC.
WASHBURN CAPITAL MANAGEMENT INC.
AUM
$198M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at WASHBURN CAPITAL MANAGEMENT INC. →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5090167
Firm CRD# 125708
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David James Washburn offer?
David James Washburn specializes in Investment Management, Fee-Only Advisory. Contact their office in VERO BEACH, Florida for a consultation.
What are David James Washburn's credentials?
David James Washburn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David James Washburn located?
David James Washburn is based in VERO BEACH, Florida, working with WASHBURN CAPITAL MANAGEMENT INC.. Their office serves clients in the VERO BEACH metropolitan area and surrounding communities.
How does David James Washburn charge for services?
David James Washburn's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WASHBURN CAPITAL MANAGEMENT INC.?
WASHBURN CAPITAL MANAGEMENT INC. has approximately 4 employees and manages $198M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in VERO BEACH
Mark Richard Gruber — ARMOUR CAPITAL MANAGEMENT LPAngela Dawn Johnson — TREASURE COAST FINANCIAL PLANNING, INC.William Paul Corry — CORRY CAPITAL ADVISORS, LLCGuy Lawrence Bassini — TREASURE COAST FINANCIAL PLANNING, INC.Robert Edward Cauley — BIMINI ADVISORS, LLC
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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