James
Exline
Wabash Capital, Inc
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About this Advisor
James Exline is a financial advisor based in Terre Haute, Indiana, working with Wabash Capital, Inc. James has previously held a position at Wabash Capital, Inc. James has passed the Series 65 regulatory exam and is registered to provide services in Indiana. Currently, James is part of Wabash Capital, Inc, which operates out of Terre Haute, Indiana. The firm has 2 offices and 4 employees. The firm manages assets totaling $146.5 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Wabash Capital, Inc includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wabash Capital, Inc Brokerage Details
$146,511,236
4
532
$275,397
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
James Exline Work History
Wabash Capital, Inc
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
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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