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Home > Retirement Planners > minnesota > saint paul > WINTER & ASSOCIATES, INC.
WINTER & ASSOCIATES, INC.
333 Grand Avenue
Suite 102
Saint Paul, Minnesota 55102
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 $98,383,960 assets under management, offering retirement planning & investment advisory services to 468 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 | $98,383,960 |
| No. of Clients | 468 |
| No. of Advisors | 4 |
Fee Structure
- A Percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
- Educational Seminars/ Workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 468 | $98,383,960 |
| Individuals (other than high net worth individuals) | 167 | $42,810,810 |
| High net worth individuals | 21 | $52,836,933 |
| Pension and profit sharing plans | 3 | $2,736,217 |
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