Overview
Assets Under Management: $511 million
Headquarters: APPLETON, WI
High-Net-Worth Clients: 124
Average Client Assets: $2 million
Frequently Asked Questions
WINCH ADVISORY SERVICES, LLC 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 #110194), WINCH ADVISORY SERVICES, LLC is subject to fiduciary duty under federal law.
WINCH ADVISORY SERVICES, LLC is headquartered in APPLETON, WI.
WINCH ADVISORY SERVICES, LLC serves 124 high-net-worth clients according to their SEC filing dated March 10, 2025. View client details ↓
According to their SEC Form ADV, WINCH ADVISORY SERVICES, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and educational seminars and workshops. View all service details ↓
WINCH ADVISORY SERVICES, LLC manages $511 million in client assets according to their SEC filing dated March 10, 2025.
According to their SEC Form ADV, WINCH ADVISORY SERVICES, LLC 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, Educational Seminars
Clients
Number of High-Net-Worth Clients: 124
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 56.69
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,345
Discretionary Accounts: 2,345
Regulatory Filings
CRD Number: 110194
Filing ID: 1954372
Last Filing Date: 2025-03-10 16:02:00
Website: https://winchfinancial.com