Wambia Capital Management, LLC (Boyds)

Name: Wambia Capital Management, LLC
Address: 14404 Autumn Crest Road, Boyds, MD, 20841
Telephone: 301-528-0692

Wambia Capital Management, LLC is an adviser based in Boyds. It manages $289.97 thousand of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Maryland.

Wambia Capital Management provides portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Wambia Capital Management: assets under management

The assets under management (AUM) of Wambia Capital Management, LLC is $289.97 thousand, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $289.97 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $289.97 thousand each.

Wambia Capital Management has custody of $289.97 thousand in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Wambia Capital Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Boyds

The principal office where Wambia Capital Management, LLC performs its advisory services is located at 14404 Autumn Crest Road, Boyds, MD 20841, which is also the mailing address of the firm. An additional office of the firm is in Rockville, MD. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 301-528-0692 or by fax 301-528-0692. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.wambiacapital.com.

Wambia Capital Management, LLC (Boyds)

Wambia Capital Management: assets under management

Fees & Commissions

Based in Boyds

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