Overview
Assets Under Management: $7.8 billion
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 6.85
Total Client Accounts: 27
Discretionary Accounts: 27
Regulatory Filings
CRD Number: 130566
Last Filing Date: 2024-08-20 00:00:00
Website: https://winton.com