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WINTERS FINANCIAL GROUP, INC.

Tel: 805-497-1717
2659 Townsgate Rd.
#213
Westlake Village, California  91361

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WINTERS FINANCIAL GROUP, INC.

WINTERS FINANCIAL GROUP, INC. is a Westlake Village, California based financial advisory firm with nearly $202,293,721 in assets under management and provides investment advisory services for 250 clients. There are currently 3 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

309549

SEC#:

801-121556

No. of Clients:

250

Assets under Management

$202,293,721

No. of Advisors:

3

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