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WINTER & ASSOCIATES, INC.

Tel: (651) 414-5000
964 Grand Avenue
Saint Paul, Minnesota  55105

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WINTER & ASSOCIATES, INC.

WINTER & ASSOCIATES, INC. is a Saint Paul, Minnesota based financial advisory firm with nearly $116,218,893 in assets under management and provides investment advisory services for 199 clients. There are currently 4 financial advisors at the firm.

General Information

Advisory Services Provided:

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

Fee Structure:

A percentage of AUM, Hourly charges

Firm CRD#:

310349

SEC#:

801-123146

No. of Clients:

199

Assets under Management

$116,218,893

No. of Advisors:

4

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