Overview
Assets Under Management: $173 million
Headquarters: BOCA RATON, FL
High-Net-Worth Clients: 25
Average Client Assets: $5.1 million
Frequently Asked Questions
WINNING POINTS ADVISORS, L.L.C. 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 #118077), WINNING POINTS ADVISORS, L.L.C. is subject to fiduciary duty under federal law.
WINNING POINTS ADVISORS, L.L.C. is headquartered in BOCA RATON, FL.
WINNING POINTS ADVISORS, L.L.C. serves 25 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, WINNING POINTS ADVISORS, L.L.C. offers financial planning, portfolio management for individuals, portfolio management for businesses, and selection of other advisors. View all service details ↓
WINNING POINTS ADVISORS, L.L.C. manages $173 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, WINNING POINTS ADVISORS, L.L.C. serves high-net-worth individuals and businesses. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Companies, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 25
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.12%
Average Client Assets: $5.1 million
Total Client Accounts: 326
Discretionary Accounts: 326
Regulatory Filings
CRD Number: 118077
Filing ID: 2087714
Last Filing Date: 2026-03-31 21:16:57