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Waycross Investment Management Co.

EST. AUM
$252,424,231

CONTACTS

CLIENT ACCOUNTS
161

Firm Details

Metro area Seattle
CRD Number 105034
Website waycross.com
Client types

Overview

Waycross Investment Management Company is an SEC-registered investment advisor headquartered in Bellingham, Washington, providing disciplined portfolio management, financial planning, and retirement planning services to individuals, families, and nonprofit organizations. The firm brings over 60 years of experience guiding clients toward a prosperous financial future and operates as a fiduciary with a transparent fee structure and no hidden charges. Waycross emphasizes values-aligned investing, helping clients build portfolios that reflect their social and environmental priorities alongside their financial goals.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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