CRD: 284608
Wiregrass Asset Management
$159.7M Total AUM
$141.2M Disc. AUM
9.2% 3Y CAGR
3 Employees
330 ADV. Clients
9 yrs Firm Age
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- Custodian
- LPL Financial ยท Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-08-2016
- Office Locations
- 1
Office Locations
317 Kern Street Thomasville GA
About Wiregrass Asset Management
Wiregrass Asset Management is a Thomasville, GA advisory firm providing ongoing financial planning and portfolio management for individuals and business owners/entrepreneurs, with retirement and insurance planning integrated. Portfolios lean heavily on ETFs (with some mutual funds) and are supported through LPL Financial custody.
Team overview
-- AVG AGE
$159.7M AVG AUM / ADVISOR
$483.8K AVG AUM / CLIENT
10 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
F
FRED BENJAMIN JONES
associate, Chief Compliance Officer, Managing Member
- CRD
- #4117289
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $141,228,320 | $358,448 |
| Non-Discretionary | $18,440,854 | $3,073,476 |
| Total | $159,669,174 | $399,173 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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