Overview
Assets Under Management: $511 million
Headquarters: APPLETON, WI
High-Net-Worth Clients: 124
Average Client Assets: $2 million
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