Wiggin Financial Services
Firm details
- Headquarters
- Fort Lauderdale, Florida
- CRD number
- 151596
- Website
- wigginfp.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI63.16%
- Individuals36.84%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Wiggin Financial Services is an independent registered investment adviser organized as a corporation and owned by an individual. The firm focuses on serving individuals and families, and provides financial planning and discretionary portfolio management for individuals and small businesses. Its fee model combines a percentage-of-assets-under-management charge with hourly billing for advisory work. Wiggin does not position itself as a capital allocator or pension consultant, is not an active ESG investor, and is not set up as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
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 Funds45%
- Cash & Cash Equivalents24%
- Investment Grade Corp Bonds16%
- Exchange Traded Equities15%
Contacts
1 of 1
Deborah Wiggin
PresidentCRD 1243390
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Fort Lauderdale, FL
Broward
Location
Fort Lauderdale, FL
Headquartered in Fort Lauderdale, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Broward
- Address
- 101 Ne 3rd Ave
- Time zone
- ET (UTC-5)
- Office locations
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