Wunderlich Capital Managemnt is an investment advisor in Memphis with $226.47 mm assets under management.
Company profile
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
621792194
SEC advisor number
801-79842
FINRA CRD number
117878
AUM ?
$226.47 mm
(as of 28 Jul 22)
Accounts
187
(as of 28 Jul 22)
Employees
1
(1 investment advisory or research)
Address
Wunderlich Capital Managemnt
40 S MAIN
#1800
MEMPHIS
TN 38103
40 S MAIN
#1800
MEMPHIS
TN 38103
Office hours
Monday - Friday, 8:00AM TO 5:00PM
Phone
901-251-1343
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Wunderlich, Philip, Shields | Managing Member, Chief Compliance Officer | 08/1999 | > 75% |
B Riley Wealth Management Holdings, Inc. | Member | 08/1999 | 10-25% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
15 Feb 24
13F-HR/A
Quarterly holdings report by institutional manager (amended)
15 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
8 Aug 23
13F-HR
Quarterly holdings report by institutional manager
9 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22