$5.6M Total AUM
$5.6M Disc. AUM
-- 3Y CAGR
1 Employees
34 ADV. Clients
8 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-14-2018
- Office Locations
- 1
Office Locations
1336 Ashley Square Winston Salem NC
About Wrenn House Investments LLC
Wrenn House Investments LLC is a Winston Salem-based RIA. The firm has been operating for 8 years. Managing $5.6M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Team overview
-- AVG AGE
$5.6M AVG AUM / ADVISOR
$165.8K AVG AUM / CLIENT
8.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
K
KATHRYN PATRICIA HIGGINS
Chief Compliance Officer, Managing Member
- CRD
- #6018765
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,638,397 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,638,397 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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