$90.0M Total AUM
$77.8M Disc. AUM
-- 3Y CAGR
3 Employees
205 ADV. Clients
20 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-13-2006
- Office Locations
- 1
Office Locations
111 W. Campbell Avenue, SW Suite 1B Roanoke VA
About Waynefirebaugh, Inc.
Wayne Firebaugh, Inc. is a Virginia-registered RIA focused on retirement income planning, retirement tax planning, and financial operations support for small business owners. The firm works with individuals planning for or living in retirement, building goal-based portfolios that may include ETFs and mutual funds alongside risk-management guidance. Custody relationships include Schwab and LPL Financial.
Team overview
-- AVG AGE
$90.0M AVG AUM / ADVISOR
$439.1K AVG AUM / CLIENT
20.5 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Platform
Available
Services
Available
Owner & Executives
J
JERRY WAYNE FIREBAUGH JR
Chief Compliance Officer, President
- CRD
- #2872758
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $77,826,909 | -- |
| Non-Discretionary | $12,197,319 | -- |
| Total | $90,024,228 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Derivatives:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
Continue browsing