Overview
Assets Under Management: $239 million
Headquarters: PALM BEACH GARDENS, FL
High-Net-Worth Clients: 8
Average Client Assets: $1 million
Frequently Asked Questions
WIN ADVISORS, INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #300351), WIN ADVISORS, INC is subject to fiduciary duty under federal law.
WIN ADVISORS, INC is headquartered in PALM BEACH GARDENS, FL.
WIN ADVISORS, INC serves 8 high-net-worth clients according to their SEC filing dated March 20, 2025. View client details ↓
According to their SEC Form ADV, WIN ADVISORS, INC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
WIN ADVISORS, INC manages $239 million in client assets according to their SEC filing dated March 20, 2025.
According to their SEC Form ADV, WIN ADVISORS, INC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 8
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 4.85
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 4,311
Discretionary Accounts: 4,311
Regulatory Filings
CRD Number: 300351
Filing ID: 1962874
Last Filing Date: 2025-03-20 18:32:00
Website: https://moneyconcepts.com