WINNING POINTS ADVISORS, L.L.C.

127 Nw 13th Street
Suite 13
Boca Raton, Florida 33432
Tel: 561-367-9111

About WINNING POINTS ADVISORS, L.L.C.

WINNING POINTS ADVISORS, LLC, formally registered with the SEC as WINNING POINTS ADVISORS, LLC. The firm was established in 10/04/2013. They have over 1 offices throughout the country.

WINNING POINTS ADVISORS, L.L.C. is a Boca Raton, Florida based Financial Planning firm with nearly $157,959,477 assets under management, offering retirement planning & investment advisory services to 410 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	118077
SEC#	801-78654
Assets Managed by Firm	$157,959,477
No. of Clients	410
No. of Advisors	2

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (THIRD PARTY FEES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	410	$157,959,477
Individuals (other than high net worth individuals)	203	$38,627,995
High net worth individuals	18	$98,181,269

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