Waynefirebaugh, Inc.

Overview

Waynefirebaugh, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm serves both individual & family clients and institutional clients, and it operates as a capital allocator — meaning it deploys client capital across internal strategies and third-party managers. Core advisory services listed in its filing include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting services, and selection of other advisers. The firm’s business activities also include other financial product sales. Fee arrangements are a mix of percentage-of-AUM, hourly charges, and other fee types. Waynefirebaugh, Inc. does not flag itself as an active ESG investor and is not designated as a multistate or newly formed adviser on the snapshot data.

Assets & Accounts

Investments & Alternatives