Waschka Capital Investment Inc (Little Rock)

Name: Waschka Capital Investment Inc
Address: 1501 N University Ste 551, Little Rock, AR, 72207
Telephone: 501-664-8036

Waschka Capital Investment Inc is a large advisory firm based in Little Rock. It manages $94 million of regulatory assets for 585 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arkansas and Texas.

Waschka Capital Investment provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and selection of other advisers. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Waschka Capital Investment: assets under management

The assets under management (AUM) of Waschka Capital Investment Inc is $94 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 2% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $94 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $160.68 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Waschka Capital Investment Inc for their services and products based on a percentage of assets under management and hourly charges. 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.

Careers at Waschka Capital Investment Inc

Lawrence Arthur Waschka has been acting as President since 1 Aug 1991. Angie Rashea Johnson joined the executive team most recently as the Cfp.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Lawrence Arthur Waschka	President	1 Aug 1991	75% - 100%	1506988
Linda Carol Bass	Director of operations and compliance	1 Mar 1993	Other	862934
Angie Rashea Johnson	Cfp	1 Jan 2002	Other	2763801

Based in Little Rock

The principal office where Waschka Capital Investment Inc performs its advisory services is located at 1501 N University Ste 551, Little Rock, AR 72207, which is also the mailing address of the firm. An additional office of the firm is in Hot Springs Village, AR. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 501-664-8036 or by fax 501-664-2824. The normal business hours are 8am-4:30pm on Monday - Friday. You can find more information about the New York firm at www.waschka.com.