WINONA CAPITAL MANAGEMENT, LLC

980 N Michigan Avenue
Suite 1310
Chicago, Illinois 60611-7542
Tel: 312-334-8800

About WINONA CAPITAL MANAGEMENT, LLC

WINONA CAPITAL MANAGEMENT, LLC, formally registered with the SEC as WINONA CAPITAL MANAGEMENT, LLC. The firm was established in 06/06/2014. They have over 1 offices throughout the country.

WINONA CAPITAL MANAGEMENT, LLC is a Chicago, Illinois based Financial Planning firm with nearly $267,359,000 assets under management, offering retirement planning & investment advisory services to 6 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	162882
SEC#	801-79787
Assets Managed by Firm	$267,359,000
No. of Clients	6
No. of Advisors	7

Fee Structure

A percentage of AUM
Performance Based
Other (SEE SCHEDULE D - MISCELLANEOUS)

Advisory Services Provided

Portfolio management for pooled investment vehicles
Other (PORTFOLIO COMPANY MANAGEMENT SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	6	$267,359,000

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