WINCOVE

607 Boylston Street
Suite 603
Boston, Massachusetts 02116
Tel: (603) 770-9785

About WINCOVE

WINCOVE, formally registered with the SEC as WINCOVE. The firm was established in 07/30/2021. They have over 2 offices throughout the country.

WINCOVE is a Boston, Massachusetts based Financial Planning firm with nearly $262,072,899 assets under management, offering retirement planning & investment advisory services to 11 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	295192
SEC#	801-121993
Assets Managed by Firm	$262,072,899
No. of Clients	11
No. of Advisors	11

Fee Structure

Fixed fees
Performance Based
Other (PORTFOLIO COMPANY FEE BASED ON EBITDA)

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	11	$262,072,899

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