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Robert Everett Washburn

WASHBURN CAPITAL MANAGEMENT INC.·VERO BEACH, Florida
Clean recordWASHBURN CAPITAL MANAGEMENT INC.
70 ROYAL PALM POINTE, VERO BEACH, FL 32960CRD# 1510709Firm CRD# 125708

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Everett Washburn · VERO BEACH, FL
Registration
CRD #1510709 · WASHBURN CAPITAL MANAGEMENT INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Robert Everett 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
Introduction

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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# 1510709
Firm CRD# 125708
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Everett Washburn offer?
Robert Everett Washburn specializes in Investment Management, Fee-Only Advisory. Contact their office in VERO BEACH, Florida for a consultation.
What are Robert Everett Washburn's credentials?
Robert Everett Washburn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Everett Washburn located?
Robert Everett 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 Robert Everett Washburn charge for services?
Robert Everett 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 at WASHBURN CAPITAL MANAGEMENT INC.

Henry Habgood
VERO BEACH, FL
David James Washburn
VERO BEACH, FL
Eileen Marie Salvador
VERO BEACH, FL

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Research
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