Overview
Assets Under Management: $330 million
Headquarters: LAS VEGAS, NV
High-Net-Worth Clients: 72
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 72
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 55.74
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 500
Discretionary Accounts: 500
Regulatory Filings
CRD Number: 107125
Last Filing Date: 2025-02-26 00:00:00
Website: https://winansintl.com