Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > nevada > las vegas > WINANS INVESTMENTS
WINANS INVESTMENTS
410 S. Rampart Blvd.
Suite 390
Las Vegas, Nevada 89145
Tel: 800-494-6267
About WINANS INVESTMENTS
WINANS INVESTMENTS, formally registered with the SEC as WINANS INVESTMENTS. The firm was established in 02/17/1993. They have over 2 offices throughout the country.
WINANS INVESTMENTS is a Las Vegas, Nevada based Financial Planning firm with nearly $330,100,000 assets under management, offering retirement planning & investment advisory services to 500 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 107125 |
| SEC# | 801-43327 |
| Assets Managed by Firm | $330,100,000 |
| No. of Clients | 500 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other (ADVISORY CONSULTING AND RESEARCH SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 500 | $330,100,000 |
| Individuals (other than high net worth individuals) | 180 | $129,000,000 |
| High net worth individuals | 72 | $184,000,000 |
| Pension and profit sharing plans | 8 | $10,900,000 |
| Charitable organizations | 7 | $6,200,000 |
More Retirement Planning firms in Las Vegas, Nevada:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|
Explore More Retirement Advisors in Las Vegas, Nevada