WASHBURN CAPITAL MANAGEMENT, INC.

HTTPS://WWW.WASHBURNCAPITAL.COM VERO BEACH, FL How do I update this listing?

Washburn Capital Management is based out of Vero Beach. Washburn Capital Management is a large advisory firm with 140 clients and discretionary assets under management (AUM) of $121,059,825 (Form ADV from 2019-09-16). Their last reported 13F filing for Q4 2019 included $110,149,000 in managed 13F securities and a top 10 holdings concentration of 83.92%. Washburn Capital Management's largest holding is SPDR S&P 500 ETF Trust with shares held of 83,244. Whalewisdom has at least 1 13F filings

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12/31/2019

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12/31/2019

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13F Filings Available:
  • 2019-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

WASHBURN CAPITAL MANAGEMENT INC.
70 ROYAL PALM POINTE SUITE C
VERO BEACH FL    32960
Country: United States

Business Phone: 772 564-7291
Fax: 772 564-7295
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: FL
Number of employees: 4
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities:
Total Number of Clients: 140
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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