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WINCH FINANCIAL
424 E. Wisconsin Avenue
Appleton, Wisconsin 54911
Tel: 920-739-8577
About WINCH FINANCIAL
WINCH FINANCIAL, formally registered with the SEC as WINCH FINANCIAL. The firm was established in 04/30/1998. They have over 2 offices throughout the country.
WINCH FINANCIAL is a Appleton, Wisconsin based Financial Planning firm with nearly $420,199,081 assets under management, offering retirement planning & investment advisory services to 2554 clients. The firm is staffed with 17 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 110194 |
| SEC# | 801-55488 |
| Assets Managed by Firm | $420,199,081 |
| No. of Clients | 2554 |
| No. of Advisors | 17 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2554 | $420,199,081 |
| Individuals (other than high net worth individuals) | 699 | $197,267,839 |
| High net worth individuals | 100 | $222,931,242 |
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|---|---|---|---|
| $287,514,955,453 | 331500 | 4069 | |
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| $151,331,807,781 | 259 | 503 | |
| $35,460,961,000 | 350 | 64 | |
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