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Wynn Capital

EST. AUM
$320,162,279

CONTACTS
3

CLIENT ACCOUNTS
832

Firm Details

Metro area Atlanta
CRD Number 281291
Website wynncap.com
Client types

Overview

Wynn Capital helps individuals organize their financial lives and invest for the future with a simple, long-term approach. They invest in a diverse selection of proven individual stocks and highly-rated bonds, intending to hold bonds until maturity and stocks indefinitely. As an independent firm, Wynn Capital offers low fees and provides straightforward, personalized advice on various financial topics, including insurance and Social Security. Their goal is to act as the quarterback for their clients' financial lives.

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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