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

More Retirement Planning firms in Appleton, Wisconsin:

Firm Name	Assets Under Management	Total Clients	Total Advisors
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 720 East Wisconsin Avenue Milwaukee, WI, 53202-4797	$281,345,911,200	25	260
ARTISAN PARTNERS LIMITED PARTNERSHIP 875 East Wisconsin Avenue, Suite 800 Milwaukee, WI, 53202	$151,331,807,781	259	503
TRUSTAGE INVESTMENT MANAGEMENT 5910 Mineral Point Rd Madison, WI, 53705	$35,460,961,000	350	64
MASON STREET ADVISORS, LLC 720 East Wisconsin Avenue Milwaukee, WI, 53202-4797	$28,558,864,166	31	14
FIDUCIARY MANAGEMENT, INC. 790 N. Water Street, Suite 2100 Milwaukee, WI, 53202	$14,936,427,714	769	26

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