964 Grand Avenue
Saint Paul, Minnesota 55105
Tel: (651) 414-5000
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 310349 |
SEC# | 801-123146 |
Assets Managed by Firm | $116,218,893 |
No. of Clients | 199 |
No. of Advisors | 4 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 199 | $116,218,893 |
Individuals (other than high net worth individuals) | 171 | $60,246,442 |
High net worth individuals | 24 | $49,439,767 |
Pension and profit sharing plans | 4 | $6,532,684 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$479,793,782,427 | 2284921 | 13903 | |
$176,091,949,959 | 88 | 77 | |
$137,829,756,000 | 3 | 200 | |
$121,600,874,152 | 69 | 4167 | |
$85,511,782,543 | 279 | 102 |
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