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WINTER & ASSOCIATES, INC.
964 Grand Avenue
Saint Paul, Minnesota 55105
Tel: (651) 414-5000
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 Status | Approved |
|---|---|
| Firm CRD# | 310349 |
| SEC# | 801-123146 |
| Assets Managed by Firm | $116,218,893 |
| No. of Clients | 199 |
| No. of Advisors | 4 |
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 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 |
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| $137,829,756,000 | 3 | 200 | |
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