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Washington Capital Management Inc

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on June 12, 2019
    • $4.1B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 202
      Accounts
    • $20.3M
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

9

name start date
Charles Robert Maki
January 1998
Brian Bertin Welch
June 2017
Michael Gerard Russell
August 1988
Thandi Clements
May 2015
Michael Si Ho Cheung
October 2002

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Milestone Company -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Cory Alan Carlson Director/President/Ceo January, 2012 25% to 50%
      Patrick Sean Malley Director/Senior Vice President September, 2009 10% to 25%
      Paul Gerard Ravetta Director/Vp Director Of Marketing September, 2016 5% to 10%
      Mark Donald Clifford Director/Director Of Real Estate August, 2003 5% to 10%
      Thomas Garrett Fisher Director/Portfolio Manager, Debt January, 2013 5% to 10%
      Joseph Angelo Versaggi Director/Senior Vice President, Real Estate May, 2017 5% to 10%
      Michael Gerard Russell Director/Chairman/Senior Vice President January, 2012 less than 5%
      Robert Michael Kovecs Director Of Finance May, 2018 less than 5%
      Michael Si Ho Cheung Director/Cio Fixed Income & Equities September, 2012 less than 5%
      Tracey Lee Voll Chief Compliance Officer October, 2013 less than 5%
      David Kevin Littlefield Vice President, Special Projects May, 2018 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees
        • Performance-Based Fees
        • Other