PAUL WINKLER, INC. - Financial Advisor in Tennessee, Goodlettsville

Tel: 615-851-1950 3050 Business Park Circle Suite 503 Goodlettsville, Tennessee 37072

About PAUL WINKLER, INC.

PAUL WINKLER, INC. is a Goodlettsville, Tennessee based financial advisory firm with nearly $283,976,191 in assets under management and provides investment advisory services for 1492 clients. There are currently 23 financial advisors at the firm.

General Information

Firm CRD#:

119342

Firm SEC#:

801-128081

Assets Under Management:

$283,976,191

No. of Clients:

1492

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Tennessee?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in Tennessee, Goodlettsville

FirmCRD#:160266

SEC#:801-127052

No. of Advisors:10

No. of Clients:3583

AUM:$607,720,000

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

SAGEGUARD FINANCIAL GROUP, LLC

160266

801-127052

3583

$607,720,000

Explore More Financial Advisor Firms in Goodlettsville, Tennessee >>