$96.5M Total AUM
$96.0M Disc. AUM
-- 3Y CAGR
2 Employees
211 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-01-2019
- Office Locations
- 1
Office Locations
611 Absinthe Court, Ste. E Shreveport LA
About Wingo Asset Management, LLC
Wingo Asset Management, LLC is a Shreveport-based RIA. The firm has been operating for 6 years. Managing $96.5M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$48.2M AVG AUM / ADVISOR
$457.2K AVG AUM / CLIENT
2.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
JOHN ALLEN WINGO
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #1071166
- Ownership
- 50% but less than 75%
Available
Available
Available
M
MARY WINGO
Owner
- CRD
- --
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 2 of 2 owners & executives
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WILLIAM LAWRENCE MCCOLLUM
--
- CRD
- #4415276
Available
Available
Available
Showing 1 of 3 contacts
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $95,970,312 | -- |
| Non-Discretionary | $493,224 | -- |
| Total | $96,463,536 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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