James
Exline
Wabash Capital, Inc
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About this Advisor
James Exline is a financial advisor working in Terre Haute, Indiana with a total of 25 years of relevant experience. Exline is an employee of Wabash Capital, Inc. They have spent all of their time as a financial advisor at Wabash Capital, Inc. Exline has a Series 65 license, qualifying them as an investment advisor representative, and is approved to operate in Indiana. Wabash Capital, Inc is a firm based out of Terre Haute, IN. The firm has offices in two locations and just four employees. It has $132 million in total assets among its 528 client accounts, making it one of the mid-sized firms in the nation by assets under management. The firm serves seven charitable organizations. Of its 528 accounts, just 3% belong to high-net-worth clients who have more than $1 million in assets. The company performs a few services, including portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fees typically vary depending on the type of services provided. However, fee types charged by Wabash Capital, Inc likely are comprised of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wabash Capital, Inc Brokerage Details
$131,592,526
4
528
$249,228
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
James Exline Work History
James has been registered as a financial advisor for 25 years.*
Wabash Capital, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of James Exline to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wabash Capital, Inc
Harrisburg, IL
Greencastle, IN
Terre Haute, IN
Terre Haute, IN
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