Wrenn House Investments LLC
Firm details
- Headquarters
- Winston Salem, North Carolina
- CRD number
- 291425
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI56.74%
- Individuals43.25%
- Investment Companies0.02%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Wrenn House Investments LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm provides portfolio management primarily for individuals, families and small businesses, and also lists institutional clients among its client types. Its fee model combines percentage-of-AUM fees with fixed-fee arrangements. The firm does not present itself as an active ESG investor, is not a multi-state adviser, and is not a capital allocator. An accounting affiliation is noted among its industry relationships.
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 Funds65%
- Cash & Cash Equivalents20%
- Exchange Traded Equities15%
Contacts
1 of 1Kathryn Higgins
Financial AdvisorCRD 6018765
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Winston Salem, NC
Forsyth
Location
Winston Salem, NC
Headquartered in Winston Salem, NC, anchoring the Greensboro--Winston-Salem--High Point, NC metro in the South.
- Metro area
- Greensboro--Winston-Salem--High Point, NC
- Region
- South
- County
- Forsyth
- Address
- 1336 Ashley Sq
- Time zone
- ET (UTC-5)
- Office locations
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