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Home > Retirement Planners > florida > palm beach gardens > WIN ADVISORS, INC
WIN ADVISORS, INC
11440 Jog Road
Palm Beach Gardens, Florida 33418
Tel: 561-472-2000
About WIN ADVISORS, INC
WIN ADVISORS, INC, formally registered with the SEC as WIN ADVISORS, INC. The firm was established in 05/24/2019. They have over 2 offices throughout the country.
WIN ADVISORS, INC is a Palm Beach Gardens, Florida based Financial Planning firm with nearly $246,320,866 assets under management, offering retirement planning & investment advisory services to 2412 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 300351 |
| SEC# | 801-115311 |
| Assets Managed by Firm | $246,320,866 |
| No. of Clients | 2412 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Other (CONSULTING SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2412 | $246,320,866 |
| Individuals (other than high net worth individuals) | 2375 | $241,036,739 |
| Pension and profit sharing plans | 26 | $3,586,813 |
| Charitable organizations | 6 | $629,800 |
| Corporations or other businesses | 5 | $1,067,514 |
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