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WAYCROSS INVESTMENT MANAGEMENT CO
WAYCROSS INVESTMENT MANAGEMENT COMPANY
CRD 105034 · SEC 801-120007
119 N COMMERCIAL ST, STE 191, BELLINGHAM, WA, 98225, United States
Phone
360-671-0148
Fax
360-671-8936
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$252.4M
Discretionary AUM
$252.4M
Team
5 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 96 | $34.5M |
| High net worth individuals | 50 | $144.5M |
| Charitable organizations | 14 | $73.4M |
States served
LA, WA
All web addresses on file
Official SEC filing: View on IAPD