James A Wynne LLC
Firm details
- Headquarters
- ,
- CRD number
- 323881
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals50.22%
- HNWI49.78%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
James A Wynne LLC is an independent, single-office registered investment adviser run by James A Wynne. The firm focuses on financial planning and discretionary portfolio management for individual and family clients, and it operates on a mixture of percentage-of-assets and fixed-fee billing. Investment activity centers on pooled public funds and mutual funds as the primary vehicle for implementing asset allocation and risk management, supplemented by annuities and targeted allocations to real estate through third-party managers. The firm does not position itself as an ESG-focused manager and is not structured as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds46%
- Exchange Traded Equities36%
- Cash & Cash Equivalents13%
- Investment Grade Corp Bonds3%
- Other2%
Contacts
1 of 1
James Wynne
Investment Adviser RepresentativeCRD 4128317
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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