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WINTER & ASSOCIATES, INC.

964 Grand Avenue
Saint Paul, Minnesota 55105
Tel: (651) 414-5000

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About WINTER & ASSOCIATES, INC.

WINTER & ASSOCIATES, INC, formally registered with the SEC as WINTER & ASSOCIATES, INC. The firm was established in 02/02/2022. They have over 1 offices throughout the country.

WINTER & ASSOCIATES, INC. is a Saint Paul, Minnesota based Financial Planning firm with nearly $116,218,893 assets under management, offering retirement planning & investment advisory services to 199 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#310349
SEC#801-123146
Assets Managed by Firm$116,218,893
No. of Clients199
No. of Advisors4

Fee Structure

  • A percentage of AUM
  • Hourly charges

Advisory Services Provided

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

Firm Client Information

No. of ClientsAUM
Firm Total199$116,218,893
Individuals (other than high net worth individuals)171$60,246,442
High net worth individuals24$49,439,767
Pension and profit sharing plans4$6,532,684

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