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Home > Retirement Planners > pennsylvania > collegeville > PAUL WINKLER, INC.
PAUL WINKLER, INC.
3050 Business Park Circle
Suite 503
Goodlettsville, Tennessee 37072
Tel: 615-851-1950
About PAUL WINKLER, INC.
PAUL WINKLER, INC, formally registered with the SEC as PAUL WINKLER, INC. The firm was established in 06/01/2023. They have over 12 offices throughout the country.
PAUL WINKLER, INC. is a Goodlettsville, Tennessee based Financial Planning firm with nearly $283,976,191 assets under management, offering retirement planning & investment advisory services to 1492 clients. The firm is staffed with 23 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 119342 |
| SEC# | 801-128081 |
| Assets Managed by Firm | $283,976,191 |
| No. of Clients | 1492 |
| No. of Advisors | 23 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1492 | $283,976,191 |
| Individuals (other than high net worth individuals) | 655 | $171,206,769 |
| High net worth individuals | 83 | $100,287,517 |
| Charitable organizations | 5 | $4,515,723 |
| Corporations or other businesses | 10 | $7,966,182 |
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|---|---|---|---|
| $7,909,760,294,676 | 209 | 980 | |
| $501,645,588,245 | 80 | 101 | |
| $432,749,681,046 | 153 | 262 | |
| $333,066,527,268 | 804462 | 2107 | |
| $194,796,322,013 | 93301 | 411 |
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