$1.7M Total AUM
$1.7M Disc. AUM
-- 3Y CAGR
1 Employees
2 ADV. Clients
25 yrs Firm Age
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- Custodian
- Altruist · SSG · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-01-2001
- Office Locations
- 1
Office Locations
1415 W. NC Highway 54 Suite 112 Durham NC
About Todd Washburn Solutions, LLC
Todd Washburn Solutions, LLC is a Durham, NC-based RIA focused on holistic financial planning and investment management for scientists/researchers, women decision makers, and business owners. The firm emphasizes retirement and estate planning, tax and insurance planning, and portfolio construction, with client portfolios implemented primarily through ETFs.
Team overview
-- AVG AGE
$1.7M AVG AUM / ADVISOR
$841.4K AVG AUM / CLIENT
25.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
25yrs Firm Age
Insights
Available
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Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
TODD FRANCIS WASHBURN
Advisor, Chief Compliance Officer, Managing Member
- CRD
- --
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,682,836 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,682,836 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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