Our Firm
Wunderlich Securities was founded in 1996 with 8 employees in a single office in Memphis, TN with the mission of providing the most innovative financial solutions for a discreet clientele.
While the firm has now grown to 250+ professionals in offices around the country, that mission still holds true. We are a full-service brokerage firm operating in 4 major business lines.
- Private Client Services. We advise high net worth clients on their financial holdings. Here we bring innovative solutions and maintain a high level of privacy for a client that deserves custom tailored solutions.
- Asset Management. We structure portfolios through our Registered Investment Advisor Wunderlich Capital Management. Our investment style is a Core investment style with Growth at a Reasonable Price criteria.
- Institutional Fixed Income Trading. Fundamental Capital Markets provides advised solutions for institutional accounts. Fundamental Brokers Inter-Dealer provides anonymous trading and liquidity services for the broker-dealer community.
- Investment Banking. Wunderlich's mission is to deliver sophisticated execution capabilities to emerging growth and middle market companies