WINTER & ASSOCIATES, INC.
Tel: (651) 414-5000 964 Grand Avenue Saint Paul, Minnesota 55105
About 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
Firm CRD#:
310349
Firm SEC#:
801-123146
Assets Under Management:
$116,218,893
No. of Clients:
199
No. of Advisors:
4
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
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