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WINCH FINANCIAL
Tel: 920-739-8577
424 E. Wisconsin Avenue Appleton, Wisconsin 54911
WINCH FINANCIAL
WINCH FINANCIAL is a Appleton, Wisconsin based financial advisory firm with nearly $420,199,081 in assets under management and provides investment advisory services for 2554 clients. There are currently 17 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Education seminars/workshops
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
110194
SEC#:
801-55488
No. of Clients:
2554
Assets under Management
$420,199,081
No. of Advisors:
17
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