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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-09-2010
- Office Locations
- 1
Office Locations
About Wykrent, Damon
Damon Wykrent provides divorce-focused financial expertise for attorneys and individuals, including pension present-value analyses, asset tracing/characterization, economic damages, property division support, mediation/settlement support, QDRO support, and expert witness testimony, including serving as a neutral in collaborative cases. Public filings indicate retail investment management with a strong ETF tilt, custodied at Charles Schwab.
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Owner & Executives
DAMON JOSEPH WYKRENT
Financial Analyst
- CRD
- #4231487
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,630,185 | -- |
| Non-Discretionary | $0 | -- |
| Total | $30,630,185 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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